JD
JD

John Paul Christian Dunnbier

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

Petaluma, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an agent for life insurance and a solicitor for The Social Equity Group, Inc., both investment-related activities.

Employment History
Current Registrations
LPL Financial LLC
June 2025 - Present · 8 mos
LPL Financial LLCBroker
June 2025 - Present · 8 mos
The Social Equity Group, INC.
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Western International Securities
June 2019 - June 2025 · 6 yrs
Western International Securities, INC.Broker
August 2017 - June 2025 · 7 yrs 10 mos
Financial West GroupBroker
July 2015 - August 2017 · 2 yrs 1 mo
State Registrations4 states
AZCAORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.