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Jeffrey Allen Dunn

Edward Jones

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About Jeffrey Allen Dunn

Jeffrey Allen Dunn is a financial advisor at Edward Jones. Jeffrey has been in the financial industry since April 7, 1995. Jeffrey has a broad experience in the industry with various firm registrations from 1993 to the present. Currently, Jeffrey is registered in 16 states as a registered representative and investment advisor representative.

Firm Information

Jeffrey Dunn is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Jeffrey Dunn’s Registration & Firm History

KY

11/29/2021 - Present

Edward Jones (UNION KY)

KY

01/07/2021 - 07/13/2021

NYLIFE SECURITIES LLC (UNION KY)

OH

11/14/2019 - 12/15/2020

W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)

KY

06/04/2018 - 10/30/2018

EDWARD JONES (Florence KY)

MO

01/16/2018 - 02/22/2018

EDWARD JONES (ST. LOUIS MO)

KY

04/04/2005 - 11/20/2017

NYLIFE DISTRIBUTORS LLC (HEBRON KY)

NY

10/07/2004 - 04/20/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

CT

06/13/2003 - 08/02/2004

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

NJ

12/13/2002 - 06/13/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

04/19/2000 - 12/13/2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

OH

01/20/1999 - 02/22/2000

COUNTRYWIDE INVESTMENTS, INC. (CINCINNATI OH)

AL

04/03/1997 - 01/06/1999

PROEQUITIES, INC. (BIRMINGHAM AL)

OH

11/04/1996 - 03/19/1997

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

AL

05/18/1994 - 11/29/1996

PROEQUITIES, INC. (BIRMINGHAM AL)

RI

11/12/1993 - 03/16/1994

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 08/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/11/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Allen Dunn.
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