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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Dunn is a financial advisor at Ameriprise Financial Services, LLC with over 25 years of experience in the industry. Jason has a wide range of experience in providing financial planning and investment advice to individuals, families, and businesses. Jason is registered with FINRA as a General Securities Representative and a Municipal Securities Representative. He is also a Registered Investment Advisor and holds the Series 63, 65, 7, 8, 9, 10, 31, and SIE licenses. Jason is dedicated to helping clients achieve their financial goals and is committed to providing exceptional service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
07/14/2009 - Present
Ameriprise Financial Services, LLC (Chantilly VA)
VA
02/20/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIENNA VA)
IA
Issued 03/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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