Dylan Jain, financial advisor Jacksonville FL

Dylan Jain

CRD Number: 7084770
Current Firm: Fidelity Personal And Workplace Advisors

Dylan Jain (CRD# 7084770) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 3 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Brokerage Services LLC Jacksonville, FL Jan 2019 - Current 4
Tpc Sawgrass Ponte Vedra Beach, FL Oct 2013 - Feb 2019 5
Caffe Andiamo Ponte Vedra Beach, FL Jul 2016 - Nov 2016 < 1
The Lodge & Club Ponte Vedra Beach, FL Mar 2016 - Jul 2016 < 1
Cantina Laredo Jacksonville, FL Apr 2013 - Apr 2014 1
Marsh Landing Country Club Ponte Vedra Beach, FL Mar 2013 - Sep 2013 < 1
Cedar Hammock Country Club Naples, FL Aug 2012 - Mar 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Dylan L. Jain
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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