![]() No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if AWM is engaged, or continues to be engaged, to provide investment advisory services. Epoch Financial Group and AdvisorNet Wealth Management are separate entities. Investment advisory services offered through AdvisorNet Wealth Management. He also likes to share time with his family at their mountain home, going fly fishing and taking in the occasional game of golf.Īll investment advisory services are provided in conjunction with AdvisorNet Wealth Management (“AWM”), an SEC registered investment adviser located in Minneapolis, Minnesota at 701 Fourth Avenue South, Suite 1500, Minneapolis, Minnesota 55415, /wealth-management-home/. Outside of the office Jerry enjoys spending time with his three children and eight grandchildren. Jerry has also been a Certified Financial Planner TM (CFP®) since 1982. Jerry has been a Certified Investment Management Analyst® (CIMA®) through the Wharton School at the University of Pennsylvania since 1995. in Business Administration from the University of Wyoming and was on the faculty of the College of Commerce and Industry at the University of Wyoming. in Managerial Economics from Fort Lewis College, a M.S. Jerry also offered significant input into the reviewing and updating of client investment performance reporting processes. ![]() starting in 1980 and contributed to the due diligence of internal and external managers at Wachovia Securities Financial Network. He assisted in developing the use of external managed strategies at Boettcher & Co. Previously in his career, Jerry focused on recommendations related to internal and external equity as well as fixed income and alternative investment strategies. Jerry brings over 40 years of direct investment experience with institutions, foundations, and individual clients to implement customized, goals-based investment and financial life guidance. ![]() “Jerry” Dunn advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation.
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