Dylan T Jones
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Paragon Private Wealth Management, LLCDec 2024 to now
- Roman Catholic Diocese of LexingtonFeb 2020 to now
- Raymond James & Associates, Inc.Aug 2024 to Dec 2024
- Morgan StanleyOct 2023 to Aug 2024
- Paragon Private Wealth Management, LLCJun 2023 to Sep 2023
- City National Bank of West VirginiaNov 2021 to Oct 2023
- B and L Delivery LLCFeb 2021 to Sep 2021
- University of KentuckyJan 2021 to May 2023
- Cabela'sSep 2019 to Dec 2019
- The Recovery CenterJun 2019 to Oct 2020
- Dick's Sporting GoodsMar 2019 to Sep 2019
- Inside Out DesignMar 2017 to Jun 2018
- Bluegrass Community and Technical CollegeAug 2016 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Paragon Private Wealth Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7816672
- 312817