Broker Check
Jeff Dunn-Bernstein

Jeff Dunn-Bernstein

Jeff Dunn-Bernstein came to the Tallus Capital Management team in 2015 from Edward Jones where he started his career as a financial advisor. Jeff splits his practice between servicing traditional high networth clients and the special needs community.

Jeff dedicates such extensive time and resources to ensure access to financial education and planning for the special needs community. He has facilitated partnerships with Oregon Health Sciences University (OHSU) and some of the top lawfirms in the areas of special needs and estate planning.

Jeff has extensive experience in personal financial planning including charitable giving, management of assets, creating financial plans prior to, as well as, in retirement, multi-generational planning, trust set-up and management and insurance. Jeff works closely with CPA’s and attorneys to help ensure the best guidance his clients’ success.

Jeff received his BA from Portland State University. Jeff currently holds his Life, Disability and Variable Annuity license with the State of Oregon. He is Series 7 registered with LPLFinancial and Series 66 registered with Financial Advocates Investment Management.

Jeff was born and raised in Portland, Oregon. He enjoys sports, being involved in the community and spending time with family and friends especially his wife Amanda and new son, James.