Jerald Larson Dunn

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

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

• 07/2010 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 07/2010 → 07/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 07/2019 → 08/2021
  Goldman Sachs
  El Segundo, CA
• 08/2021 → 06/2026
  Advisornet Wealth Management
  Minneapolis, MN
• 06/2026 → Present
  Savvy
  Fort Collins, CO

Previous Registrations

• 2021-08-05 → 2026-07-10
  Advisornet Wealth Partners
  Minnetonka, MN
  Fort Collins, CO
  Fort Collins, CO
• 2010-07-15 → 2021-08-31
  United Capital Financial Advisors
  Fort Collins, CO
• 2010-07-15 → 2016-03-09
  Girard Securities, Inc.
  Newport Beach, CA
  Fort Collins, CO
  San Diego, CA
• 2003-11-28 → 2010-07-15
  Wells Fargo Advisors Financial Network, Llc
  Fort Collins, CO
• 1999-01-01 → 2003-12-15
  Ubs Financial Services Inc.
  Ft. Collins, CO

Other Businesses

Epoch Financial Group, Investment Related, Fort Collins, CO, serves as the DBA entity for work at Savvy, Wealth Manager, 06/26/2026, same hours as role at Savvy -this is the DBA for this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-12
• S63 Uniform Securities Agent State Law Examination
  1980-04-24

Designations

• Certified Financial Planner

Other Names

• Jerry Dunn
• Jerald Larson Dunn
• Jerald Dunn