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RIA / WealthAdvisorCertified Financial Planner46 years in industry

JERALD LARSON DUNN

Advisor at SAVVY

FORT COLLINS, CO | NEW YORK, NY

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Search this name across graphsid dfx:ria:4e959834-7daf-7ebb-870d-d5a00fd1eb56

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVVY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 24, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 24, 1980
First registration: Jan 1, 1999
Dual registered: no
Other names: JERRY DUNN|JERALD LARSON DUNN|JERALD DUNN
IAPD individual key: 705977

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Jul 7, 2026	n/a	yes	NEW YORK, NY\|FORT COLLINS, CO	Current employment
ADVISORNET WEALTH PARTNERS	Independent wealth	Aug 5, 2021	Jul 10, 2026	no	MINNETONKA, MN\|Fort Collins, CO\|FORT COLLINS, CO	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Jul 15, 2010	Mar 9, 2016	no	NEWPORT BEACH, CA\|FORT COLLINS, CO\|SAN DIEGO, CA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jul 15, 2010	Aug 31, 2021	no	FORT COLLINS, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 28, 2003	Jul 15, 2010	no	FORT COLLINS, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 1, 1999	Dec 15, 2003	no	FT. COLLINS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORNET WEALTH PARTNERS	Savvy	Jul 10, 2026	Jul 7, 2026	-3	Firm change	RIA to RIA
UNITED CAPITAL FINANCIAL ADVISORS	ADVISORNET WEALTH PARTNERS	Aug 31, 2021	Aug 5, 2021	-26	Firm change	Ibd to RIA
GIRARD SECURITIES, INC.	UNITED CAPITAL FINANCIAL ADVISORS	Mar 9, 2016	Jul 15, 2010	-2,064	Firm change after gap	Other
WELLS FARGO ADVISORS	GIRARD SECURITIES, INC.	Jul 15, 2010	Jul 15, 2010	0	Firm change	Other
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Dec 15, 2003	Nov 28, 2003	-17	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
113074:318493:CO:2026-07-10	Jul 10, 2026	Jul 7, 2026	FORT COLLINS, CO	Firm change

Relationships

Registered with (6)

→ SAVVYRegistered adviserregistration: current employment
Jul 7, 2026 to presentfactForm ADV
→ ADVISORNET WEALTH PARTNERSRegistered adviserregistration: previous registration
Aug 5, 2021 to Jul 10, 2026factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jul 15, 2010 to Aug 31, 2021factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Jul 15, 2010 to Mar 9, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 28, 2003 to Jul 15, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 1, 1999 to Dec 15, 2003factForm ADV

Dated events

Occurred
Jul 10, 2026
Advisor changed firm
Jerald Larson Dunn left Advisornet Wealth Partners for Savvy (registered 2026-07-07)
Form ADVobserved 5 days ago