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JD

Jackson J. Dinkel

CONESTOGA WEALTH PARTNERS
GIG HARBOR, WA 98335
Some features on this profile are disabled
CRD#: 7636303
JD

Professional summary

Jackson James Dinkel is a registered financial advisor currently at CONESTOGA WEALTH PARTNERS located in Gig Harbor, Washington.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jackson has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson James Dinkel's CRS (Customer Relationship Summary).

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

Current

January 29, 2024 - Present

CONESTOGA WEALTH PARTNERS

Office #1: 3226 Rosedale St. Nw Suite 200, Gig Harbor, WA 98335
RIA
CRD#: 301964
GIG HARBOR, WA
Past

August 4, 2023 - January 2, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Gig Harbor, WA
Past

June 8, 2023 - July 3, 2023

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Gig Harbor, WA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(1/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/8/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/27/2023
Securities Industry Essentials Examination

Current Firm

CW
CONESTOGA WEALTH PARTNERS
CONESTOGA WEALTH PARTNERS | CONESTOGA WEALTH PARTNERS, LLC

CRD#: 301964 / SEC#:

Washington
Registered Investment Advisory firm - (1/1/2020 Approved)
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Contact information

Main Address
3226 Rosedale St. Nw Suite 200, Gig Harbor, WA 98335
Mailing Address
Po Box 1846, Gig Harbor, WA 98335
Phone number
(253) 358-7966
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Red Flags

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Company Information

CONESTOGA WEALTH PARTNERS

CRD#: 301964Gig Harbor, WA 98335

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