Dylan JainCRD 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.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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