Jeffrey Alan Dunham
Algemeen Directeur bij Dunham & Associates Investment Counsel, Inc.
Profiel
Mr. Jeffrey A.
Dunham is a Founder, Chairman & Chief Executive Officer at Dunham Trust Co., at Dunham & Associates Investment Counsel, Inc., a Director & Manager at 4073 Philips Hwy LLC and a President at Dunham Funds.
He is on the Board of Directors at 4073 Philips Hwy LLC.
He earned a B.S.
degree in Business Administration with an emphasis in Finance from San Diego State University.
Actieve functies van Jeffrey Alan Dunham
| Bedrijven | Functie | Begin |
|---|---|---|
Dunham & Associates Investment Counsel, Inc.
 Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services. | Algemeen Directeur | 01-01-1985 |
Dunham Trust Co.
 Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Algemeen Directeur | 01-08-1999 |
| Dunham Funds | President | 12-01-2010 |
4073 Philips Hwy LLC
 4073 Philips Hwy LLC Real Estate DevelopmentFinance 4073 Philips Hwy LLC engages in the provision of commercial real estate services. The company is headquartered in St. Augustine, FL. | Directeur/Bestuurslid | - |
Opleiding van Jeffrey Alan Dunham
| San Diego State University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services. | Finance |
| Dunham Funds | Miscellaneous |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Finance |
4073 Philips Hwy LLC
4073 Philips Hwy LLC Real Estate DevelopmentFinance 4073 Philips Hwy LLC engages in the provision of commercial real estate services. The company is headquartered in St. Augustine, FL. | Finance |
