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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kerr Dunn is a financial advisor with Tolleson Private Wealth Management in Dallas, Texas. Jeffrey has been working in the financial services industry since 2007. Jeffrey holds the Series 7, Series 63, and SIE licenses. Jeffrey is also a Certified Financial Planner (CFP). Tolleson Private Wealth Management offers investment advisory and financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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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TX
09/30/2015 - Present
Tolleson Private Wealth Management (DALLAS TX)
TX
10/05/2011 - 09/08/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
10/18/2007 - 08/04/2011
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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