Jennifer Patty Doherty

Employer firm

Freestone Capital Management, LLC CRD 145711

$14.5B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2015 → Present
  Freestone Capital Management, Llc
  Seattle, WA

Previous Registrations

• 2014-02-06 → 2015-07-30
  Coldstream Wealth Management
  Bellevue, WA

Other Businesses

ANCHORAGE ESTATE PLANNING COUNCIL; INVESTMENT-RELATED; 645 G ST STE 100 #1053, ANCHORAGE, AK, 99501; NATURE OF THE BUSINESS IS TO PROMOTE THE PUBLIC AWARENESS OF THE IMPORTANCE OF ESTATE PLANNING BY A TEAM OF PROFESSIONAL ADVISORS AND PROVIDE EDUCATION AND LEARNING OPPORTUNITIES FOR MEMBERS; PRESIDENT OF THE BOARD; 06/01/2025; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE THE SUPERVISION AND CONTROL OF ALL BUSINESS AND AFFAIRS OF THE COUNCIL AS WELL AS LEADING ALL BOARD AND MEMBER MEETINGS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-06

Designations

• Certified Financial Planner

Other Names

• Jennifer Dunne
• Jennifer Patty Dunne