James
Dunn
Rubinbrown Advisors LLC
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About this Advisor
James Dunn is a financial advisor working out of Saint Louis, Missouri with 4 years of industry experience. Dunn is an employee of Rubinbrown Advisors LLC. Throughout their career, they have worked at J. W. Dunn Asset Management, Rubinbrown Advisors LLC and Buckingham Strategic Wealth. Dunn holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Rubinbrown Advisors LLC is an advisory business operating out of Saint Louis, MO. The company has offices in four locations and a total of 29 advisors. It oversees $2 billion in assets under management among its 3,379 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 3,379 accounts, 65% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management are based on the type of services. Fees charged by Rubinbrown Advisors LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubinbrown Advisors LLC Brokerage Details
$2,115,190,668
29
3,379
$625,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
James Dunn Work History
James has been registered as a financial advisor for 4 years.*
Rubinbrown Advisors LLC
Buckingham Strategic Wealth
J. W. Dunn Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Dunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rubinbrown Advisors LLC
Saint Louis, MO
Saint Louis, MO
Denver, CO
Denver, CO
Saint Louis, MO
Leawood, KS
Leawood, KS
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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