UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
5yrs
Jonathan Dobson
Full name on record: Jonathan Patrick Dobson
Financial advisor at Coppell Advisory Solutions
Jonathan Dobson has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Dallas, Texas. After a year at Bankers Life Advisory Services, Jonathan joined Coppell Advisory Solutions in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Coppell Advisory Solutions reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$124,650
Advisors at the firm81
States licensed ?1 state
Services through Coppell Advisory Solutions
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowCoppell Advisory Solutions LLCCurrent firm
- Apr 2022 – Dec 2022Bankers Life Advisory Services, Inc.Previously
Contact Jonathan
(817) 888-8020Coppell Advisory Solutions main office 9111 Cypress Waters Blvd Suite 140Dallas, TX 75019Office · Get directions Firm websiteHTTP://WWW.FUSIONCM.COM
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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 Coppell Advisory Solutions at (817) 888-8020 and ask for Jonathan Dobson. Jonathan works from the Dallas, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2022, about 5 years. 5 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?
Coppell Advisory Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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