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Jeffrey Jackson Dunn-bernstein

Financial Advocates Investment Management

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About Jeffrey Jackson Dunn-bernstein

Jeffrey Dunn-bernstein is a registered investment advisor with Financial Advocates Investment Management. Jeffrey has been in the financial services industry since January 10, 2014. Jeffrey has a Series 66, Series 7 and SIE license. Jeffrey is registered with the state of Oregon and Washington as an investment advisor representative. Jeffrey's firm has a main office in Olympia, Washington. Financial Advocates Investment Management manages over $3.8 Billion in assets. Financial Advocates Investment Management provides investment management services for individuals, businesses, pension plans and charitable organizations.

Firm Information

Jeffrey Dunn-bernstein is currently registered with Financial Advocates Investment Management. Financial Advocates Investment Management is a registered investment advisor headquartered in Olympia, Washington, with a team of 81 licensed agents, 85 investment adviser representatives, and 76 registered representatives. The firm manages approximately $3.85 billion in assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations, pension plans, and charitable organizations. Financial Advocates Investment Management offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm is committed to providing personalized financial guidance and customized investment solutions to help clients achieve their financial goals.
Financial Advocates Investment Management

1601 COOPER POINT ROAD NW

OLYMPIA, WA 98502

$3.85B

Assets Under Management

113

Total Clients

82

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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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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Jeffrey Dunn-bernstein’s Registration & Firm History

OR

09/22/2015 - Present

Financial Advocates Investment Management (OREGON CITY OR)

OR

11/18/2013 - 07/01/2015

EDWARD JONES (HILLSBORO OR)

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Licenses & Designations

BOTH

Issued 12/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Jackson Dunn-bernstein.
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