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President · Gunn & Company Investment Management, Inc.

Marshall D. Gunn

CRD 1210021 · Named on Form ADV at one SEC-registered adviser

At a glance

Gunn & Company Investment Management, Inc., an SEC-registered wealth manager based in Jacksonville, FL with $214 million in regulatory assets, lists Marshall D. Gunn on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Marshall’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 the firm
Locked
Control-person status
1 firmLocked
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

  • Renee L. MorrellVice President / Treasurer, Gunn & Company Investment Management, Inc.
  • Elizabeth P DeWittVice President / Secretary, Gunn & Company Investment Management, Inc.
  • Shawn J. McCabeExecutive Vice President / Chief Compliance Officer, Gunn & Company Investment Management, Inc.

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