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Director, Executive Vice President · Truist Advisory Services, Inc.

Jeffrey T. Dunn

CRD 4228631 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Truist Advisory Services, Inc., an SEC-registered wealth manager based in Atlanta, GA with $77.4 billion in regulatory assets, lists Jeffrey T. Dunn on its Form ADV as Director, Executive Vice President, a control person. The SEC filings also name Jeffrey at 1 other registered adviser.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Brian S. DowhowerChairman of the Board, Truist Advisory Services, Inc.
  • Tonya TysonDirector, Assistant Secretary, Chief Operations Officer, Senior Vice President, Truist Advisory Services, Inc.
  • Bryan S. CramPresident, Chief Executive Officer and Vice Chairman, Truist Advisory Services, Inc.
  • Keith J. LernerChief Investment Officer, Truist Advisory Services, Inc.
  • Leah R. WehingerDirector, Executive Vice President, Head of Investment Advice and Solutions, Truist Advisory Services, Inc.

4 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.