Unclaimed Profile

Jeffrey Todd Dunn

TRUIST ADVISORY SERVICES, INC.·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 66Clean record25 years registeredTRUIST ADVISORY SERVICES, INC.

303 PEACHTREE CENTER AVENUE,, ATLANTA, GA 30303CRD# 4228631Firm CRD# 283390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Todd Dunn · ATLANTA, GA

Registration

CRD #4228631 · TRUIST ADVISORY SERVICES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

Sep 2016 – present

TRUIST INVESTMENT SERVICES, INC.

Sep 2000 – present

BB&T SECURITIES, LLC

Dec 2019 – Feb 2021

RICHMOND, VA

SUNTRUST INVESTMENT SERVICES, INC.

May 2006 – Dec 2016

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · September 14, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUIST ADVISORY SERVICES, INC.

CRD 283390 · SEC 801-107729

AUM

$61.4B

Regulatory assets under management

Employees

2,105

124,201 client accounts

Services offered by TRUIST ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUIST ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Todd Dunn offer?

Jeffrey Todd Dunn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Jeffrey Todd Dunn's credentials?

Jeffrey Todd Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Todd Dunn located?

Jeffrey Todd Dunn is based in ATLANTA, Georgia, working with TRUIST ADVISORY SERVICES, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Jeffrey Todd Dunn charge for services?

Jeffrey Todd Dunn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUIST ADVISORY SERVICES, INC.?

TRUIST ADVISORY SERVICES, INC. has approximately 2105 employees and manages $61.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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