Jonathan R Dunn is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-11-17 | present | Yes |
| CAPITOL FAMILY OFFICE, INC. | 2022-11-14 | 2023-09-21 | — |
| STASH WEALTH, LLC | 2022-08-01 | 2022-09-23 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2021-09-28 | 2022-07-21 | — |
| UBS FINANCIAL SERVICES INC. | 2017-08-01 | 2021-09-16 | — |