Cfp Jonathan Dunn
Charlotte Metro, Charlotte Metro, United States
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Cfp Jonathan Dunn’s Email jonathan.dunn@lpl.com
Social Media
Cfp Jonathan Dunn’s Location Charlotte Metro, Charlotte Metro, United States
Cfp Jonathan Dunn’s Current Industry Lpl Financial
Cfp Jonathan Dunn’s Prior Industry Capitol Family Office | Stash Wealth | Morgan Stanley | Ubs | Vanguard | Randstad Usa | The Botts Insurance | The Bohman Agency | Our House Foundation | Morris Union Jointure Commision | Blockbuster
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Work Experience
Lpl Financial
Investor Focused Solutions Training and Development Manager
2023-11-01 00:00:00 - PresentCapitol Family Office
Associate Wealth Manager
2022-11-01 00:00:00 - 2023-11-01 00:00:00Stash Wealth
Senior Financial Advisor
2022-07-01 00:00:00 - 2022-09-01 00:00:00Morgan Stanley
Wealth Management Associate
2021-09-01 00:00:00 - 2022-07-01 00:00:00Ubs
Financial Advisor
2017-06-01 00:00:00 - 2021-09-01 00:00:00Vanguard
Brokerage Investment Professional
2016-05-01 00:00:00 - 2017-06-01 00:00:00Randstad Usa
Contract Professional
2015-12-01 00:00:00 - 2016-05-01 00:00:00The Botts Insurance
Agent
2015-04-01 00:00:00 - 2015-11-01 00:00:00The Bohman Agency
Agent
2015-01-01 00:00:00 - 2015-04-01 00:00:00Our House Foundation
Special Response Technician
2013-08-01 00:00:00 - 2014-05-01 00:00:00Morris Union Jointure Commision
Teacher Assistant for Children with Autism
2009-01-01 00:00:00 - 2012-01-01 00:00:00Blockbuster
Customer Service Representative
2005-08-01 00:00:00 - 2009-07-01 00:00:00