Gebhart & Associates
43yrs
Top advisor by experience in Fallbrook
9yrs
Jonathan Dickson
Financial advisor at Edward Jones
Jonathan Dickson is a fiduciary financial advisor in Fallbrook, California, with 9 years in the industry. Jonathan joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Jonathan holds the CFP® designation.
One of 36 advisors with offices in Fallbrook, and one of 32 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1099 S Mission Rd, Fallbrook, CA 92028
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Jonathan
Local office(760) 731-7467Ask for Jonathan. (314) 515-2000Main office · St. Louis, MO 1099 S Mission RdFallbrook, CA 92028Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (760) 731-7467 or the Edward Jones main office at (314) 515-2000, and ask for Jonathan Dickson.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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