Jonathan Scott Dale
CFP®Professional Summary
Jonathan Scott Dale, CFP® is a registered financial advisor currently at SALIENT CAPITAL L.P. located in Dallas, Texas. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2000. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
SALIENT CAPITAL L.P.
Contact Information
Main Address
10000 Memorial Drive Suite 650, Houston, TX 77024Mailing Address
10000 Memorial Drive Suite 650, Houston, TX 77024Phone Number
(346) 348-0922Established
Texas since 04/03/2002Firm Type
Other Types of Legal FormationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Scott Dale's CRS (Customer Relationship Summary).
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