Mark Dunn, financial advisor Santa Rosa CA

Mark Dunn

CRD Number: 6325659
Current Firm: Edward Jones

Mark Dunn (CRD# 6325659) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Apr 2014 - Current 9
Bed Bath And Beyond Santa Rosa, CA Sep 2006 - Apr 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Mark P. Dunn
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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