person● Verified · SEC records
Jeff Dunn
In network coverage since October 23, 2026 · 2 stories
Career record
currentIAAMERITAS INVESTMENT COMPANY, LLC
currentIAAMERITAS ADVISORY SERVICES, LLC
Network coverage
Features
RBC, Kintra, Pinnacle, Modern add 20 advisors
Teams of four to six advisors left UBS, Commonwealth/LPL Financial, Truist and 4thGEN on Oct. 25; Truist named interim co-heads.