Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
2,081 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

520 Madison Avenue, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dylan works as a Senior Associate for Webull Technologies, a technology business, in client services. He dedicates minimal time to this investment-related activity, as needed during US Securities Trading hours.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2024 - Present · 1 yr 9 mos
Jefferies LLC
March 2024 - Present · 1 yr 11 mos
Jefferies LLCBroker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Webull Financial LLCBroker
April 2021 - March 2024 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.