Unclaimed Profile

James Timothy Dunn

CLEARWATER ADVISORS, LLC·BOISE, Idaho

SIE, Series 7, Series 24, Series 28, Series 63, Series 65Clean record21 years registeredCLEARWATER ADVISORS, LLC

101 S. CAPITOL BLVD, BOISE, ID 83702CRD# 4652633Firm CRD# 116865

Profile Verification

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

Identity

James Timothy Dunn · BOISE, ID

Registration

CRD #4652633 · CLEARWATER ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARWATER ADVISORS, LLC

CLEARWATER ADVISORS, LLC

Nov 2004 – Feb 2021

BOISE, ID

SAWTOOTH INVESTMENT MANAGEMENT LLC

Nov 2004 – Apr 2010

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · November 5, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARWATER ADVISORS, LLC

CRD 116865 · SEC 801-60686

AUM

$3.8B

Regulatory assets under management

Employees

78 client accounts

Services offered by CLEARWATER ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CLEARWATER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Timothy Dunn offer?

James Timothy Dunn specializes in Investment Management, Wealth Management.

What are James Timothy Dunn's credentials?

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

Where is James Timothy Dunn located?

James Timothy Dunn is based in BOISE, Idaho, last registered with CLEARWATER ADVISORS, LLC.

How does James Timothy Dunn charge for services?

James Timothy 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 CLEARWATER ADVISORS, LLC?

CLEARWATER ADVISORS, LLC has approximately 10 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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