Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Jordan is a financial advisor with over 18 years of experience in the industry. Dylan has worked with J.P. Morgan Securities LLC since 2012. Previously, Dylan worked with CHASE INVESTMENT SERVICES CORP. and MORGAN STANLEY & CO. INCORPORATED. Dylan's office is located in Scottsdale, AZ. Dylan is registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin. Dylan has passed the Series 66, Series 31, Series 7, and SIE exams. Dylan specializes in providing financial services to individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AZ
09/13/2013 - Present
J.p. Morgan Securities LLC (SCOTTSDALE AZ)
AZ
11/18/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
AZ
04/02/2007 - 11/10/2008
MORGAN STANLEY & CO. INCORPORATED (SCOTTSDALE AZ)
AZ
02/11/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SCOTTSDALE AZ)
BOTH
Issued 04/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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