John Dunlap, financial advisor Atlanta GA

John Dunlap

CRD Number: 5053143
Current Firm: J.p. Morgan Securities LLC

John Dunlap (CRD# 5053143) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Atlanta, GA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Atlanta, GA Nov 2017 - Current 4
Jpmorgan Securities, LLC Atlanta, GA Nov 2017 - Current 4
Ubs Financial Services Inc. Atlanta, GA Nov 2012 - Nov 2017 5
John K. Dunlap Atlanta, GA Feb 2009 - Dec 2015 6
Fidelity Brokerage Services Atlanta, GA Jun 2009 - Nov 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for John M. Dunlap
Phone Number: 800-999-2000
Registered State(s):
  • GA
  • LA
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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