About Jacob Dunn
A Founding Partner of The Meltzer Dunn Fakhoury Group, Jake Dunn crafts highly customized wealth management plans to address the complex wealth management challenges of successful executives and entrepreneurs. Jake has complete domain expertise regarding wealth structuring and trust & estate frameworks, helping develop plans to enable the most tax-efficient legacy transfer and gifting strategies that clients can implement. He also serves Fortune 500 C-suite executives for all their planning and investment needs.
Having worked with many private growth company professionals, Jake has a robust understanding of pre-IPO tax minimization approaches (including the use of the QSBS exclusion, 83(b) elections, share transfer into trusts, etc.), which can result in sometimes seven-figure savings in post-IPO or M&A outcomes. Often working closely with his clients’ legal and tax advisors, Jake excels at the strategic management of equity options and employee compensation.
Prior to joining Morgan Stanley in 2020, Jake spent 12 years at Merrill Lynch, quickly progressing through the ranks to become a Private Wealth Advisor. His work received national attention when he was interviewed by Forbes in 2019, and included in the rankings of America’s leading young Advisors, including:
• Forbes Best-in-State Wealth Advisors list in 2018-2020, 2022
• Forbes Top Next-Generation Wealth Advisors in 2019, 2020 & 2022
• Forbes Best-in-State Next-Generation Wealth Advisors in 2019
• Forbes/SHOOK America's Top Next-Generation Wealth Advisors in 2017 & 2018
Jake graduated from the Cornell University School of Hotel Administration and worked for two years in the hospitality industry before transitioning to wealth management. Always ready to expand the range and quality of the advice he can offer his clients, he has earned designations as a Certified Financial Planner™ (CFP®) and a Certified Private Wealth Advisor® (CPWA®). Jake lives in Boston, Massachusetts, with his wife, Jessica, their daughters, Morgan and Marni, and dog, Pax.
2017, 2019, 2020, 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2019, 2020, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2018, 2019, 2020, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: UT, TN, SD, NM, ND, NC, MS, LA, KY, MO, ME, IL, FL, KS, OR, VA, WA, VT, SC, MI, MN, MT, RI, NH, OK, MA, DC, CT, GA, CO, HI, WY, TX, PA, OH, NY, NV, NJ, MD, ID, DE, CA, IN, IA, AZ, AR, AL, AK, NE, WV, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 577769