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Jason Edward Dunn

WHITE BISON CAPITAL, LLC·BOULDER, Colorado
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1711 PEARL ST., BOULDER, CO 80302-5577CRD# 6114134Firm CRD# 165256
01

About

Jason Edward Dunn is a registered financial advisor based in BOULDER, Colorado, affiliated with WHITE BISON CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WHITE BISON CAPITAL, LLC
WHITE BISON
AUM
$94M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WHITE BISON CAPITAL, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6114134
Firm CRD# 165256
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Edward Dunn offer?
Jason Edward Dunn specializes in Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Jason Edward Dunn's credentials?
Jason Edward Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Edward Dunn located?
Jason Edward Dunn is based in BOULDER, Colorado, working with WHITE BISON CAPITAL, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Jason Edward Dunn charge for services?
Jason Edward Dunn's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE BISON CAPITAL, LLC?
WHITE BISON CAPITAL, LLC has approximately 4 employees and manages $94M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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