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JD

Jerald L. Dunn

SAVVY
FORT COLLINS, CO 80521
Some features on this profile are disabled
CRD#: 705977
JD
Jerald Larson DunnSAVVY

Professional summary

Jerald Larson Dunn, CFP®, CIMA®, who also goes by Jerald Dunn, Jerry Dunn, is a registered financial advisor currently at SAVVY located in Fort Collins, Colorado.

Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Jerald has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Jerald Dunn | Jerry Dunn

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) - RIA

Click below to view Jerald Larson Dunn's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 1982

CIMA®

Certified Investment Management Analyst

Experience

Current

July 7, 2026 - Present

SAVVY

Office #1: 215 West Oak Street 10th Floor, Ste 1000, Fort Collins, CO 80521
RIA
CRD#: 318493
FORT COLLINS, CO
Past

August 5, 2021 - July 10, 2026

ADVISORNET WEALTH PARTNERS

RIA
CRD#: 113074
FORT COLLINS, CO
Past

September 4, 2020 - August 31, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
FORT COLLINS, CO
Past

November 1, 2017 - August 31, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
FORT COLLINS, CO
Past

July 15, 2010 - March 9, 2016

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
FORT COLLINS, CO
Past

July 15, 2010 - August 31, 2021

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
FORT COLLINS, CO
Past

July 15, 2010 - November 1, 2017

GIRARD SECURITIES, INC.

BD
CRD#: 18697
FORT COLLINS, CO
Past

November 28, 2003 - July 15, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
FORT COLLINS, CO
Past

November 28, 2003 - July 15, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
FORT COLLINS, CO
Past

January 1, 1999 - December 15, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
FT. COLLINS, CO
Past

May 7, 1993 - December 15, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 4, 1990 - May 25, 1993

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 21, 1980 - September 4, 1990

BOETTCHER & COMPANY, INC.

BD
CRD#: 101

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(7/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/24/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/1980
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/7/1982
General Securities Principal Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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

SAVVY

CRD#: 318493Fort Collins, CO 80521

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