Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
James A. Dunn, Jr.
Registered Principal
(570) 420-9551
Jim established Dunn Wealth Management in 2004 to offer personalized investment advice to high net worth clients. Jim’s goal is to help clients manage their investments while looking toward their long-term financial goals by employing strategies that strive to emphasize growth but also have a strong focus on risk management.
Jim Dunn is:
- Founder of Dunn Wealth Management
- Securities offered through LPL Financial
- Registered Principal with LPL Financial
- LPL Investment Advisor Representative
He serves as the primary equity strategist using 20 years of industry experience to manage money in a systematic way using technical analysis as a foundation.
Jim is a devoted husband, celebrating three decades of marriage and his two children. As a guest service leader at their local church, he fosters a welcoming and inclusive environment for all who seek spiritual connection. Beyond his community service, Jim finds joy in traveling our country, perfecting his golf swing, and passionately cheering for Philadelphia's sports teams. Additionally, his role as a high school wrestling official underscores his commitment to fair play and sportsmanship while mentoring young athletes on the mat.
In addition, his affiliation with LPL Financial affords him the opportunity to work in conjunction with a network of highly qualified professionals. These areas include, but are not limited to individual and company retirement plans, life insurance, long term care insurance, personal trusts, charitable trusts, and business succession planning.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.