Jeffrey Dunn has been Director, Executive Vice President of Truist Advisory Services since November 2023, is a control person of the firm and directly owns under 5% of it. Jeffrey Dunn holds a Bachelor of Science degree in Management from La Salle University and an MBA in Finance from Niagara University.
Truist Advisory Services, Inc. is an Atlanta, GA firm with $77.4B under management, 129,307 clients and 2,360 advisers across 2,882 offices, as of its August 2026 filing.
Jeff Dunn is Interim Co-Head of Truist Wealth and Head of Truist Wealth Advisory and Institutional Solutions at Truist. He leads the business overseeing wealth sales, service and delivery for high net worth individuals and specialty businesses, including Sports and Entertainment, Medical and Legal Specialty, and Corporate Trust and Escrow. He assumed this expanded role in November 2023 and was previously head of Specialty Wealth and Deposit strategy. Dunn began his career with Truist in 1997 and was named head of the Sports and Entertainment Group in 2013.
Jeffrey Dunn’s longest registration was 10 years at Suntrust Investment Services, Inc. (2006–2016). Before joining Truist Advisory Services in 2016, Jeffrey Dunn was registered through Suntrust Investment Services, Inc.
- BB&T Securities, LLC– · 1 yearRichmond, VA · Adviser representative · Firm CRD 142785
- – present · 10 yearsAtlanta, GA · Adviser representative · Firm CRD 283390
- Suntrust Investment Services, Inc.– · 10 yearsAtlanta, GA · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Jeffrey Dunn is registered as an investment adviser representative in Georgia, since September 2016.
- GeorgiaSince 29 September 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 20 June 2006 |
| Series 66 | Uniform Combined State Law Examination | 9 May 2006 |
| Series 7 | General Securities Representative Examination | 13 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Todd Dunn
- CRD
- 4228631
- Firm
- Truist Advisory Services · CRD 283390
- Role
- Director, Executive Vice President
- Office
- 303 PEACHTREE ST, NE, FL 29, Atlanta, GA 30308
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- truist.com
Where does Jeffrey Dunn work?
Jeffrey Dunn has been Director, Executive Vice President of Truist Advisory Services, Inc. since November 2023, and is a control person of the firm.
Is Jeffrey Dunn a financial advisor?
Yes. Jeffrey Dunn has a current investment-adviser registration in Georgia, through Truist Advisory Services since September 2016.
How many years of experience does Jeffrey Dunn have?
Jeffrey Dunn has 26 years in the financial industry, since September 2000, across 3 adviser firms.
What exams has Jeffrey Dunn passed?
Jeffrey Dunn has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in September 2000. FINRA credited Jeffrey Dunn with the SIE, which began in October 2018.
Where is Jeffrey Dunn based?
Jeffrey Dunn’s registered office is in Atlanta, GA.
Is Jeffrey Dunn registered with FINRA?
Yes. Jeffrey Dunn has a current broker registration, under CRD 4228631.
Source: FINRA BrokerCheck
How can I verify Jeffrey Dunn’s record?
Search CRD 4228631 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Dunn’s full registration record.
- Bryan CramPresident, Chief Executive Officer and Vice Chairman
- Patricia CentenoDirector, Chief Compliance Officer, Senior Vice President
- Tonya TysonDirector, Assistant Secretary, Chief Operations Officer, Senior Vice President
Leah WehingerDirector, Executive Vice President, Head of Investment Advice and Solutions- Evelyn CallenderTreasurer and Chief Financial Officer
- Cecilia MavicoSecretary, Chief Operating Officer, Senior Vice Chairman
- Brian DowhowerChairman of the Board
- Keith LernerChief Investment Officer
- Scott StearsmanDirector