Jeffrey K. Dunn
Professional summary
Jeffrey Kerr Dunn, CFP®, who also goes by Jeffrey Dunn, is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Kerr Dunn's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
September 30, 2015 - Present
TOLLESON PRIVATE WEALTH MANAGEMENT
Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205October 5, 2011 - September 8, 2015
J.P. MORGAN SECURITIES LLC
October 18, 2007 - August 4, 2011
SANFORD C. BERNSTEIN & CO., LLC
Primary Firm SEC Registration
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2015)
Exams
Current Firm
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 8,759,140,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838Dallas, TX 75205TRUST BUT VERIFY
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