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Jerald Larson Dunn

Investment Adviser Representative at SAVVY

Fort Collins, COCRD #705977Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
46 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Colorado
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/12/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 4/24/1980
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/15/1980
Series 24
General Securities Principal Examination
Passed 6/7/1982

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Savvy Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAVVYCurrent
7/7/2026Fort Collins, CO
ADVISORNET WEALTH PARTNERS
8/5/20217/10/2026Fort Collins, CO
GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
7/15/20108/31/2021Fort Collins, CO
GIRARD SECURITIES, INC.
7/15/20103/9/2016Fort Collins, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
11/28/20037/15/2010Fort Collins, CO
UBS FINANCIAL SERVICES INC.
1/1/199912/15/2003Ft. Collins, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerald Larson Dunn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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