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JK

Jenny A. Kellams

DUNN SECURITIES
Stuart, FL 34994
Some features on this profile are disabled
CRD#: 4270888
JK

Professional summary

Jenny Alice Kellams, who also goes by Jenny Alice Eckelberg, is a registered financial professional currently at DUNN SECURITIES, LLC located in Stuart, Florida.

Jenny is registered as a RR (Registered Representative) and started their career in finance in 2000. Jenny has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jenny Alice Eckelberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jenny Alice Kellams's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 18, 2020 - Present

DUNN SECURITIES, LLC

Office #1: 309 Se Osceola St Suite 350, Stuart, FL 34994Office #2: 309 Se Osceola St. Suite 350, Stuart, FL 34994-2240
BD
CRD#: 305349
Stuart, FL
Past

September 8, 2009 - September 21, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
ORLANDO, FL
Past

July 1, 2003 - December 31, 2005

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
ORLANDO, FL
Past

July 1, 2003 - September 21, 2011

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
TAMPA, FL
Past

April 10, 2003 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
ORLANDO, FL
Past

November 13, 2000 - April 14, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
GAINESVILLE, FL
Past

November 9, 2000 - April 14, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/2/2020)
RR
New York
(10/16/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/14/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/4/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/9/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/7/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 11/8/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DS
DUNN SECURITIES, LLC
DUNN SECURITIES, LLC

CRD#: 305349 / SEC#: , 8-70398

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
309 Se Osceola St. Suite 350, Stuart, FL 34994-2240
Mailing Address
309 Se Osceola St. Suite 350, Stuart, FL 34994-2240
Phone number
(772) 286-4777
Established
Delaware since 03/20/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
DUNN CAPITAL MANAGEMENT, LLCMEMBER
BERGIN, MARTIN HAMILTONMEMBER5820351
BARRY, BRIAN WILLIAMPRINCIPAL2713492
DREYER, DAVID EUGENECHIEF COMPLIANCE OFFICER7829306
KAUPPI, DAVID ALLENMANAGER/FINOP7180217

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DUNN SECURITIES, LLC

CRD#: 305349Stuart, FL 34994

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