Jesse O. Dungan

FANGORN WEALTH MANAGEMENT

VASHON, WA

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CRD#: 7887406

Professional summary

Jesse Oliver Pinkston Dungan, who also goes by Jesse Dungan, is a registered financial advisor currently at FANGORN WEALTH MANAGEMENT located in Vashon, Washington.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jesse has worked at 1 firm and has passed the Series 66 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse Dungan

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.

2023-Present: Soccer Referee/Not Investment Related/Kent, WA/Compensated Soccer Referee/Involves 15 or more hours per month, including during traditional business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Oliver Pinkston Dungan'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

November 8, 2024 - Present

FANGORN WEALTH MANAGEMENT

RIA

CRD#: 330686

VASHON, 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
(11/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/26/2024

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/14/2019

Uniform Investment Adviser Law Examination

Current Firm

FANGORN WEALTH MANAGEMENT

FANGORN FINANCIAL | FANGORN WEALTH MANAGEMENT | FANGORN FINANCIAL SERVICES LLC | FANGORN FINANCIAL PLANNING | FANGORN FINANCIAL ADVISORS

CRD#: 330686 / SEC#:

Washington

Registered Investment Advisory firm - (11/8/2024 Approved)

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Contact information

Main Address

Vashon, WA

Mailing Address

Po Box 322 1005 Sw 178th St, Vashon, WA 98070

Phone number

(206) 909-3531

Established

Firm type

Fiscal year end

# of Employees

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.

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Jesse O. Dungan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Oliver Pinkston Dungan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FANGORN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/26/2024

Series 65

Date: 9/14/2019

Current Firm

FANGORN WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

FANGORN WEALTH MANAGEMENT

TRUST BUT VERIFY

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