Jonathan E. Dumas, CFP® is Co-Owner and Partner as well as Chief Information Officer (CIO) of Dean, Jacobson Financial Services, LLC and has been with the firm since 2012. His work in wealth management began in 2008 as a Financial Advisor with Edward Jones in the Dallas/Fort Worth area. Jonathan is head of all securities trading operations for the firm and specializes in strategic and tactical designs for investment and portfolio management and allocations, risk management, and financial planning. He also specializes in income planning for retirees and the coordination and integration of financial resources in the most tax efficient and sustainable methods.