Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Jones is a financial advisor with Paragon Private Wealth Management LLC. Dylan has over 5 years of experience in the financial services industry. Dylan's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors. Dylan is registered with FINRA and the state of Kentucky. Dylan has a Series 7TO and SIE license. Dylan also holds a Series 66 license. Dylan is a basketball coach at Lexington Catholic High School.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
12/10/2024 - Present
Paragon Private Wealth Management LLC (LEXINGTON KY)
KY
06/10/2024 - 08/20/2024
MORGAN STANLEY (Lexington KY)
BOTH
Issued 07/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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