Jeffrey Kerr Dunn

Employer firm

Tolleson Private Wealth Management CRD 111838

$9.26B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INVESTMENT DUE DILIGENCE AND MONITORING

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

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

Current Employers

Employment History

• 09/2015 → Present
  Tolleson Private Wealth Management
  Dallas, TX

Other Businesses

3D Equity- 681 Hamby Road Longview, Texas 75605; LLC that owns and manages residential rental properties; 1-5 hours per month dedicated to this OBA, none of which are during trading hours; Rental Income Received Dallas Children's Advocacy Center- 5351 Samuel Boulevard Dallas, Texas 75228; Duties include: Investment Committee Member- Provides oversight of the foundation portfolio along with other members of the committee; No other financial responsibilities; 1-5 hours a month dedicated to this OBA, all during business hours; No compensation received.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-26

Designations

• Certified Financial Planner

Other Names

• Jeffrey Dunn