Terence T Tunnell

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 12/1987 → Present
  Pizza Systems Inc.
  San Diego, CA
• 10/2010 → Present
  Jm Financial Strategies
  San Diego, CA
• 10/2010 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. JM Financial Strategies, offering tax preparation and bookkeeping services, Conducted at branch location; Not investment related. 2. Fixed insurance sales; As of 09/22/2017; Approximately 1% Time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30

Designations

• Certified Financial Planner

Other Names

• Terrence T Tunnell