Jeffrey Todd Dunn

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 10/2014 → Present
  Suntrust Bank
  Atlanta, GA
• 09/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA
• 12/2019 → Present
  Bb&T Securities, Llc.
  Richmond, VA

Previous Registrations

• 2019-12-10 → 2021-02-17
  Bb&T Securities, Llc
  Atlanta, GA
  Charlotte, NC
  Richmond, VA
  Atlanta, GA
  Richmond, VA

Other Businesses

ATLANTA SPORTS COUNCIL POSITION: Chairman NATURE: The Atlanta Sports Council board of directors is comprised of more than 50 Atlanta corporate leaders and executives representing Atlanta's professional teams, facilities, sports properties, media, hospitality community and corporations. The board is part of the Atlanta Chamber and supports the ASC's event recruitment and organization efforts. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/02/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Lead board meeting and help support fund raising for events with corporations and municipal leaders. JSLRE LLC POSITION: Managing Member NATURE: Rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2026 ADDRESS: Brookhaven GA, United States DESCRIPTION: Manage the property.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-09

Other Names

• Jeffrey Todd Dunn
• Jeffery Todd Dunn