Jason David Dunn

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Centreville, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Chantilly, VA

Previous Registrations

• 2003-06-25 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Vienna, VA
  Vienna, VA
• 2003-02-28 → 2003-06-25
  Choreo, Llc
  Fairfax, VA

Other Businesses

Real Estate Ownership; Commercial; 14159 Robert Paris Ct, Suite B, Chantilly, VA, 20151; Not Investment-Related; 09/01/2025 / Commercial; 900 Ocean Blvd , Unit 212, Stuart , FL, 34994; Investment-Related; 09/30/2026. Business Ownership; Jason Dunn & Associates LLC; Owner; Manage Ameriprise Business; 14159 Robert Paris Ct, , Chantilly, VA, 20151; Investment-Related; 10/21/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Ballantrae Yacht Club; Member at large; 3325 Balantrae Blvd, , Port Saint Lucie, FL, 34952; Not Investment-Related; 02/10/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Jason Dunn & Associates, LLC; O am the owner and employee.; Manage advisory business; 14159 Robert Paris Ct, , Chantilly, VA, 20151; Investment-Related; 01/12/2026; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-02
• S63 Uniform Securities Agent State Law Examination
  1996-02-23

Other Names

• Jason Dunn