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Jeffrey Crawford Dillman

Chevy Chase Trust Co.

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About Jeffrey Crawford Dillman

Jeffrey Crawford Dillman is a financial advisor registered with Chevy Chase Trust Co. Jeffrey Dillman is registered in 18 states, and is actively licensed in the state of Maryland. Jeffrey Dillman has worked in the financial industry since 1982. Jeffrey Dillman has experience with investments and financial planning.

Firm Information

Jeffrey Dillman is currently registered with Chevy Chase Trust Co.. Chevy Chase Trust Co. is a Bethesda, MD-based firm offering investment management, financial planning, and trustee services. They manage assets for individuals, businesses, investment companies, and pooled investment vehicles, as well as for charitable organizations, insurance companies, and state or municipal government entities. The firm manages $36 billion in assets for approximately 4,800 clients.
Chevy Chase Trust Co.

7501 WISCONSIN AVENUE

BETHESDA, MD 20814

$36.01B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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trustee and investment manager for collective funds

Trustee and investment manager for collective funds

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Dillman’s Registration & Firm History

MD

03/18/2021 - Present

Chevy Chase Trust Co. (BETHESDA MD)

DE

05/21/2009 - 12/01/2009

BESSEMER INVESTOR SERVICES, INC. (WILMINGTON DE)

NY

06/02/1988 - 12/13/1990

MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)

NA

05/14/1988 - 06/08/1988

SHEARSON LEHMAN HUTTON INC.

NA

06/24/1982 - 05/14/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 07/31/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/11/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Crawford Dillman.
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