James A Dunn
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesApr 2025 to now
- Ireframify, Inc.Jan 2025 to now
- Northwestern Mutual Investment Services LLCMay 2021 to Jan 2025
- Joseph SmallApr 2021 to Jan 2025
- Intuit IncDec 2020 to May 2021
- Wells Fargo AdvisorsApr 2019 to Dec 2020
- Income Generating Insights IncMar 2018 to Dec 2023
- Fidelity Brokerage Services LLCFeb 2017 to Feb 2018
- The Phyancial Md LLCMay 2014 to Feb 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CT).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5312999
- Firm CRD
- 250