Doug Dawson, CFP®, ChFC®, CLU®
Wealth Management Advisor


Dawson Financial Services

Jagdish Shah

 
Jagdish Shah Image

Jagdish Shah

Investment Operations Associate
(713) 333-9906
jagdish.shah@nm.com

After moving to the U.S. from New Delhi, India, Jagdish joined Dawson Financial Services in 1995 and has built a career with almost 25 years of experience in the financial services industry.

As the Director of Investment Operations, Jagdish is responsible for the maintenance and service of client accounts. This includes but is not limited to managing cash transactions, account maintenance and portfolio trading.

Outside of the office, Jagdish enjoys spending time with his family and visiting India as often as possible.

What can Jagdish help you with?

  • Account maintenance and servicing
  • Cash management
  • Portfolio trading
  • Beneficiary processing

Certifications:

  • Group 1 License for Life, Accident and Health Insurance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck