Jamie DunnCRD Number: 6271481
Current Firm: Facet Wealth, Inc.
Jamie Dunn (CRD# 6271481) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 7 years of experience in the finance industry. Jamie Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Facet Wealth||Lewisberry, PA||Apr 2020 - Current||1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Sep 2014 - Mar 2020||5|
|Cetera Advisors||Santa Barbara, CA||Nov 2013 - Sep 2014||< 1|
|University Of California Santa Barbara||Santa Barbara, CA||Sep 2009 - Jun 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
Total Assets Under Management961MILLIONS
Total Number of Accounts9,664ACCOUNTS
Average Account Value$99,477
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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