Dylan Hallard
Investment adviser representative at Jefferies Investment Advisers LLC
11 yearsExperience
52 statesRegistered in
$5.2BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Jefferies Investment Advisers LLCMar 2024 to now
- Jefferies LLCMar 2024 to now
- Webull FinancialJan 2021 to Mar 2024
- UBS Financial ServicesOct 2019 to Jan 2021
- A-list BillingJun 2019 to Oct 2019
- UBS Financial ServicesMay 2018 to Aug 2018
- East Carolina UniversityAug 2015 to May 2019
- WindanseaJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Jefferies Investment Advisers LLC
$5.2BAssets managed
2,020Clients
118Advisers
3 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
- 6940781
- Firm CRD
- 325421