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Jeffrey Scott Dunn

Smith Anglin Financial, LLC

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About Jeffrey Scott Dunn

Jeffrey Dunn is a financial advisor with Smith Anglin Financial, LLC, located in Dallas, Texas. Jeffrey has been in the industry since January 2015 and holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Jeffrey specializes in providing financial planning, portfolio management, and consulting services to individuals, high-net-worth individuals, and businesses. In addition, Jeffrey is a Certified Financial Planner™.

Firm Information

Jeffrey Dunn is currently registered with Smith Anglin Financial, LLC. Smith Anglin Financial, LLC is a Registered Investment Advisor based in Dallas, Texas. The firm manages over $1.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Smith Anglin Financial provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
Smith Anglin Financial, LLC

14755 PRESTON ROAD.

DALLAS, TX 75254

$1.57B

Assets Under Management

12

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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consulting

Consulting

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’s Registration & Firm History

TX

07/03/2023 - Present

Smith Anglin Financial, LLC (DALLAS TX)

TX

01/09/2015 - 11/15/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

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Licenses & Designations

BOTH

Issued 12/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Scott Dunn.
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