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Jennifer Davis Dunne

BDT CAPITAL PARTNERS, LLC·CHICAGO, Illinois
SIE, Series 79Clean recordBDT CAPITAL PARTNERS, LLC
401 NORTH MICHIGAN AVENUE, CHICAGO, IL 60611CRD# 5690384Firm CRD# 160914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Davis Dunne · CHICAGO, IL
Registration
CRD #5690384 · BDT CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BDT CAPITAL PARTNERS, LLC
CRD 160914 · SEC 801-73499
AUM
$49.7B
Regulatory assets under management
Employees
421
45 client accounts
Services offered by BDT CAPITAL PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BDT CAPITAL PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Jennifer Davis Dunne offer?
Jennifer Davis Dunne specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Jennifer Davis Dunne's credentials?
Jennifer Davis Dunne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Davis Dunne located?
Jennifer Davis Dunne is based in CHICAGO, Illinois, working with BDT CAPITAL PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jennifer Davis Dunne charge for services?
Jennifer Davis Dunne'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 BDT CAPITAL PARTNERS, LLC?
BDT CAPITAL PARTNERS, LLC has approximately 421 employees and manages $49.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BDT CAPITAL PARTNERS, LLC

Chad Morgan Feingold
CHICAGO, IL
Cindy Zee Michel
CHICAGO, IL
Ashish Kumar Lal
CHICAGO, IL
Kelly Darin Rainko
CHICAGO, IL
Timothy Sands Thompson
CHICAGO, IL
Joseph Don Gutman
CHICAGO, IL

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Nearby cities in Illinois
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Research
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