Demond Dawkins was in the banking industry for 25 years prior to transitioning to the financial services industry in 2017. He holds a Bachelor of Science in Business Administration from the University of Texas at Dallas (UTD). He began his banking career while being a full-time student and working as a part-time bank teller. After graduating, Demond continued his career in banking where he held a variety of positions such as Branch Manager, Bank President, Commercial Lender, Marketing Manager, and Community Development Officer, to name a few. At The Jal Dennis Group, Demond serves as a Financial Advisor and as the Medicare and Social Security specialist. Demond currently holds a series 6, 63, and 65 registrations with LPL Financial. Demond also holds the Accredited Asset Management Specialist and the Certified Kingdom Advisor designations. Demond is very active in the community of Wylie, TX. He has served as an advisory board member for the Wylie Education Foundation, current Board Member of the Wylie Economic Development Corporation, former treasurer of the Wylie Advocates for Senior Activities (WASA), and serves as a Pastor of the Macedonia Missionary Baptist Church in Fate, TX. Demond has been married to his wife Renea for 24 years and they have 3 sons.
At the Jal Dennis Group, our clients are looking for a financial steward - an experienced advisor who will partner with them and serve as their advocate and guide on the path to pursuing their goals. Our focus is on long-term planning, not securities transactions. Our planning process is collaborative and requires your input every step of the way to ensure your goals and interests remain front and center.
As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.
General Information |
| Firm Start Year: | 2008 | |
| No. of Employees: | 5-9 | |
| Insurance License#: | 2203266 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | AR, CA, CO, GA, HI, IN, NV, OK, TX, UT, VA, WA, WV, WI, WY |
| Number of Years with Current Firm: | 5 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Email, Video Conference, Your Home, Our Office, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity |
Firm Information |
| Firm's Number of Clients: | 2648 |
| Assets Managed by Firm: | $200,000,000.00 |
| Advisor's Number of Clients: | 398 |
| Assets Managed by Advisor: | $20,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | 1 |
| Minimum Fee Charged for Managed Accounts: | 0 |
| Minimum Fee Charged for Hourly Planning Accounts: | 0 |
Board Positions |
| Organization : | Wylie Economic Development Corporation, Wylie, Texas |
| Position : | President |
| Duration : | 07/2012-Present |
Education |
| Bachelor of Science - Business Administration | University of Texas at Dallas - Dallas 08/1994-05/1996 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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