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JD

Jesse O. Dungan

FANGORN WEALTH MANAGEMENT
VASHON, WA
CRD#: 7887406
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JD
Jesse Oliver Pinkston DunganFANGORN WEALTH MANAGEMENT

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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
RR
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

FW
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
1

Documents

Latest Form ADV

Red Flags

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

Company Information

FANGORN WEALTH MANAGEMENT

CRD#: 330686Vashon, WA

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