Dawson James Asset Management, Inc.

Overview

Dawson James Asset Management, Inc. is a state registered investment adviser based in Boca Raton, FL, registered since 2005. It has 5 investment adviser representatives.

Employees

7

Advisory reps

5

Registered since

2005

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Thomas William Hands Senior Principal CRD 1332915
• Jennifer Dorfman Chief Compliance Officer CRD 3009328
• Robert Dawson Keyser Director CRD 1291503

1 more executive officer, with direct contact details

Advisory reps 3 of 5

• Jennifer Michelle Dorfman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3009328
• Thomas William Hands Registered Rep · Investment Adviser Rep CRD 1332915
• Robert Dawson Keyser III Registered Rep · Investment Adviser Rep CRD 6994012

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2700 N Military Trl Ste 100
Boca Raton, FL 33431

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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