Dylan Aschoff, financial advisor Yorba Linda CA
88 score

Dylan Aschoff

CRD Number: 6399608
Current Firm: Edward Jones

Dylan Aschoff (CRD# 6399608) is an Investment Advisor Representative working at Edward Jones in Yorba Linda, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2014 - Current 2
Unemployed Redondo Beach, CA Jun 2014 - Sep 2014 < 1
Williamson Training Stables Bakersfield, CA Dec 2012 - May 2014 1
Unemployed While Attending Cwu Ellensburg, WA Sep 2011 - Nov 2012 1
Nisbet Group Of Marcus And Millichap Seattle, WA Jun 2011 - Aug 2011 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Dylan R. Aschoff
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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