Jennifer DunnCRD Number: 5560739
Current Firm: Windham Capital Management, LLC
Jennifer Dunn (CRD# 5560739) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has over 9 years of experience in the finance industry. Jennifer 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Windham Capital Management, LLC||Boston, MA||Jul 2009 - Current||8|
|Self Employed||Salem, MA||May 2009 - Jul 2009||< 1|
|Cabot Money Management, Inc.||Salem, MA||Oct 2006 - Feb 2009||2|
|Brown Brothers||Boston, MA||Jul 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management1,685MILLIONS
Total Number of Accounts296ACCOUNTS
Average Account Value$5,691,287
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, DE, MA, ME, NJ, NY, PA, TN, VA, WV
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