Jennifer DunneCRD Number: 6021195
Current Firm: Freestone Capital Management, LLC
Jennifer Dunne (CRD# 6021195) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.
Brighton Jones LLC
|Freestone Capital Management, LLC||Seattle, WA||Aug 2015 - Current||2|
|Coldstream Capital Management||Bellevue, WA||Nov 2012 - Jul 2015||2|
|Marshall & Sullivan||Seattle, WA||May 2012 - Nov 2012||< 1|
|Mcgilvra's Restaurant||Seattle, WA||Apr 2011 - Nov 2012||1|
|Coldstream Capital Management||Bellevue, WA||Jun 2011 - May 2012||< 1|
|University Of Wa||Seattle, WA||Aug 2008 - Jun 2011||2|
|Two Sisters Bakery||Homer, AK||Jun 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management3,879MILLIONS
Total Number of Accounts6,930ACCOUNTS
Average Account Value$559,698
- 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)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AZ, CA, CO, FL, ID, IL, MA, MD, MI, MT, NJ, NV, NY, OR, TX, WA
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