John Dunn, financial advisor New York NY
93 score

John Dunn

CRD Number: 1815790
Current Firm: Ingalls & Snyder LLC

John Dunn (CRD# 1815790) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Ingalls & Snyder, LLC New York, NY Jan 2015 - Current 1
Self-employed New Canaan, CT Aug 2014 - Dec 2014 < 1
B. C. Ziegler And Company New York, NY Jul 2011 - Jun 2014 2
Piper Jaffray & Company New York, NY Feb 2010 - Jul 2011 1
J.p. Morgan Securities Inc. New York, NY Sep 2007 - Feb 2010 2
J.p. Morgan New York, NY Sep 2007 - Feb 2010 2
Piper Jaffray Inc. Minneapolis, MN Feb 1997 - Sep 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for John H. Dunn
Phone Number: 212-269-7800
Firm Website: http://ingalls.net
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,597
    MILLIONS
  • Total Number of Accounts
    3,379
    ACCOUNTS
  • Average Account Value
    $768,430
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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