Jeffrey Scott Dunn

Current Employers

Employment History

• 12/2014 → 11/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 12/2014 → 11/2019
  Tiaa
  Lewisville, TX
• 11/2019 → 06/2023
  Fisher Investments
  Plano, TX
• 06/2025 → Present
  Hightower Advisors, Llc
  Dallas, TX
• 06/2023 → 06/2025
  Smith Anglin Financial, Llc
  Dallas, TX

Previous Registrations

• 2023-07-03 → 2025-08-08
  Smith Anglin Financial, Llc
  Dallas, TX
• 2019-11-19 → 2023-06-09
  Fisher Investments
  Plano, TX
  Plano, TX
• 2017-12-01 → 2019-11-15
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX

Other Businesses

Dallas FPA (Financial Planning Association); Investment Related - No; Denver, CO; Dallas Chapter Membership Committee Chair; Start Date - 07/2025; Approximately 2 hours per month with 0 hours during securities trading hours; Outreach to new, current and previous members encouraging Association engagement through events or continuing membership. Rental House; Investment Related - No; Richardson, TX; Landlord; Start Date - 07/2025; Approximately 2 hours per month with 0 hours during securities trading hours; Landlord/owner of rental property Dallas MeetUp; Investment Related - No; Dallas, TX; Executive Organizer; Start Date - 07/2025; Approximately 2 hours per month with 0 hours during securities trading hours; Engage in and help promote the quarterly "MeetUps" and assist finding and encouraging "Featured Networkers" to attend. When there are no other conflicts, at each quarterly event, the Executive Organizers are expected to act as hosts helping set up, break down and network with attendees helping keep the flow moving.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-01
• S63 Uniform Securities Agent State Law Examination
  2015-01-23

Designations

Other Names

• Jeffrey Scott Dunn
• Jeffrey Scott Dunn
• Jeffrey S Dunn