Jillian Marie Dragone
Investment adviser representative at United Capital Financial Advisors
10 yearsExperience
2 statesRegistered in
CFADesignation
$24.6BFirm assets
Are you Jillian Marie Dragone? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- United Capital Financial Advisors, LLCNov 2025 to now
- Apexium Financial LPOct 2016 to Nov 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5727454
- Firm CRD
- 134600