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Forbes Lists
About Jonathan Dash
The description above is provided by Jonathan.
Focus Area / Customer Base
Investment Management, Financial Planning, Retirement Planning, Income Planning and Tax Planning
Jonathan Dash's Awards
2024
USA Today "Best Financial Advisory Firms 2024"
2023
D Best Dallas "Top Wealth Managers of 2023"
2024
Investor.com "Best Financial Advisor Firms Serving High Net Worth Clients 2024"
2022
Money Magazine "Industry-wide Leader in Wealth Management"
2021
Forbes "Nationwide Leader in Wealth Management"