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Jasen B. Dahm, CFA®, CPA

Jasen B. Dahm, CFA®, CPA

Managing Director of Advisor Services

Joined:

September 2021

Education:

Bachelors of Business Administration in Finance and Accounting from the University of Iowa (with Distinction)
Masters in Accountancy from the University of Iowa

Industry Credentials:

Chartered Financial Analyst® (CFA)
Certified Public Accountant (CPA)
Series 7 and 66

Specialty:

Advanced Case Design: Jasen focuses on assisting financial advisors design custom advisory solutions, using his background in asset management and accounting to optimize portfolios for risk budgeting, liquidity management, and tax planning.

Wealth Management: Jasen is also a member of the firms’ Investment Committee that is responsible for setting the overall investment strategy of the firm. Jasen helps to implement and maintain the firm's investment strategies and the firm's proprietary advisory models.

Community Involvement:

Junior Achievement of Central Iowa BizTown and Finance Park Volunteer Board Member Investment Committee Chair

Get to Know Me:

Jasen lives in Des Moines, IA with his wife Brittany, daughters Charlotte and Genevieve, dog Walter (Australian Labradoodle) and cat Belle. Jasen previously worked in Chicago, IL as an auditor for Deloitte, then as a hedge fund analyst for Mesirow Advanced Strategies. He then moved to Des Moines in 2014 and served as the Managing Director of Asset Management for another financial advisor network. Jasen enjoys golfing, cooking for his 3 girls, and reading (biographies and behavioral economics). He also enjoys collecting single malt scotch whiskies and sharing with friends after Hawkeye victories!