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John Joseph Dunn

Evercore Group LLC

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About John Joseph Dunn

John Dunn has been in the financial services industry since 2005. He is currently registered with Evercore Group LLC and holds the Series 7, 86, 87, and SIE licenses. John has worked for several firms over the years, including International Strategy & Investment Group LLC, Sidoti & Company, LLC, Meredith Whitney Securities, LLC, Morgan Stanley & Co. Incorporated, Lehman Brothers Inc., and Sandler, O'Neill & Partners, L.P. He has a broad range of experience and is licensed to operate in 37 states and the District of Columbia.

Firm Information

John Dunn is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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.

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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John Dunn’s Registration & Firm History

NY

12/22/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

03/17/2015 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

01/23/2013 - 03/09/2015

SIDOTI & COMPANY, LLC (NEW YORK NY)

NY

03/18/2011 - 09/26/2012

MEREDITH WHITNEY SECURITIES, LLC (NEW YORK NY)

NY

07/31/2009 - 06/24/2010

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

05/06/2004 - 07/01/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

02/10/2003 - 05/03/2004

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/24/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/05/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There is public disclosure for John Joseph Dunn. Review regulatory record here.
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