Jeffrey Dunn-Bernstein, financial advisor Oregon City OR
89 score

Jeffrey Dunn-Bernstein

CRD Number: 6254121
Current Firm: Financial Advocates Investment Management

Jeffrey Dunn-Bernstein (CRD# 6254121) is an Investment Advisor Representative working at Financial Advocates Investment Management in Oregon City, OR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Bend, OR Aug 2015 - Current 1
Edward Jones St Louis, MO Oct 2013 - Jul 2015 1
Everest Drilling, Inc. Salem, OR May 2012 - Oct 2013 1
Core-one Drilling Delta, CO Jun 2010 - May 2012 1
The Security Store Portland, OR Dec 2008 - Jun 2010 1
Premier Auto Group Portland, OR Feb 2006 - Dec 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Jeffrey J. Dunn-Bernstein
Phone Number: 360-866-2345
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,087
    MILLIONS
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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