Jesse Ian Dunn

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2012 → 12/2022
  J.P. Morgan Securities Llc
  New York, NY
• 05/2012 → 05/2018
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 05/2018 → 02/2019
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 02/2019 → 12/2022
  Jp Morgan Chase Bank N.A.
  New York, NY
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2022 → Present
  The Pennsylvania State University
  State College, PA
• 01/2023 → Present
  Bank Of America N.A.
  New York, NY

Previous Registrations

• 2018-05-02 → 2022-12-03
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

I*4635276 Entity Type: Rental Property Name of OBA: Rental Property - 29-May-26 - 1 Address: Rutherford, New Jersey, 7070 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 06/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Sole owner

Exams

• S66 Uniform Combined State Law Examination
  2018-04-25
• S63 Uniform Securities Agent State Law Examination
  2012-02-20

Other Names

• Jesse Ian Dunn
• Jesse Dunn
• Jesse Ian Dunn
• Jesse I Dunn