Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
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Jamie Dunn

Senior Lead Planner

Jamie is a Sr. Lead Planner and holds his CERTIFIED FINANCIAL PLANNER™ designation. Jamie has over 8 years of experience working with clients to help them reach their financial goals. He has a passion for helping clients through the financial planning process and assisting them with their financial plan. Outside of work Jamie enjoys spending time with his wife, daughter, dogs, and cat. His favorite place to vacation is DisneyWorld in Orlando, Florida.

Education: University of California Santa Barbara (BS)

View my professional bio information and my Form ADV Part 2B

“When there are multiple solutions to a problem, choose the simplest one.” - John Bogle

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Get to know Jamie

Proud UCSB Alumnus

I enjoy running through the happiest place on earth.

Phoenix will always be special to me because it is where I met my wife.

 It is on my bucket list to watch a Minnesota Vikings game live.

What's the last book you read?

Sapiens by Yuval Noah Harari

What are you currently watching on Netflix?

The Office

If you could visit anywhere in the world you've never been, where would you go?

Tokyo

If you could be an animal, which would you be?

Giraffe

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[email protected] | (443) 376-6222 | Media Inquiries: [email protected]

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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

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9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply