Jeffrey DunnCRD Number: 6430784
Current Firm: Fisher Investments
Jeffrey Dunn (CRD# 6430784) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 6 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Fisher Investments||Plano, TX||Nov 2019 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Lewisville, TX||Dec 2014 - Nov 2019||4|
|Tiaa||Lewisville, TX||Dec 2014 - Nov 2019||4|
|Jpmorgan Chase Bank, N.a.||Lewisville, TX||Sep 2011 - Dec 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2015|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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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