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Jeffrey T. Dohmann

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CRD#: 7263619
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Thomas Dohmann was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2020. Jeffrey had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 name of the other business is Accenture Federal Services. The business is not investment-related. The address is 800 North Glebe Road, Suite 700, Arlington, VA 22203. The nature of the other business is a government contracting and consulting company. My position is a Growth and Strategy Senior Manager and this role does not have any relationship with Dohmann Financial Advisory Services. My duties include identifying ways for our company to grow in the government contracting space, focused primarily on technology transformation for our clients.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 21, 2020 - December 31, 2022

DOHMANN FINANCIAL ADVISORY SERVICES

RIA
CRD#: 309589
ARLINGTON, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/31/2018
Uniform Investment Adviser Law Examination

Current Firm


DF
DOHMANN FINANCIAL ADVISORY SERVICES
DOHMANN FINANCIAL ADVISORY SERVICES | DOHMANN, JEFFREY THOMAS

CRD#: 309589 / SEC#:

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Contact information


Main Address
Arlington, VA
Mailing Address
Phone number
(571) 228-8473
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DOHMANN FINANCIAL ADVISORY SERVICES

CRD#: 309589

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