Griffin Dunn
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Moultrie, GA 31768
Credentials
CFP®, Series 66
Industry experience
8 years
Griffin Dunn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in the logistics sector and education. Outside of his advisory role, he owns a retail business, Turners Dress Shop, in Moultrie, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a national network of more than 23,000 advisors and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
128 1st St Se
Moultrie, GA 31768
Georgia · Texas
Edward Jones
2018 - Present (8 years)
Broadleaf Trucking
2017 - 2018 (1 year)
Lazer Logistics
2015 - 2016 (1 year)
Abraham Agricultural College/Colquitt County Schools
2006 - 2017 (11 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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