Dylan Michael Clement

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2024
  Edward Jones
  St Louis, MO
• 06/2024 → Present
  Kestra Investment Services, Llc
  Oregon, OH
• 06/2024 → Present
  Kestra Private Wealth Services, Llc
  Oregon, OH

Previous Registrations

• 2015-09-09 → 2024-06-21
  Edward Jones
  Maryland Heights, MO
  Newton Falls, OH
  St Louis, MO
  Rossford, OH
  Oregon, OH

Other Businesses

Business Name: ARC PRIVATE WEALTH POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/20/2024 ADDRESS: 2815 Dustin Rd, Suite A, Oregon OH 43616, United States DESCRIPTION: I am a financial advisor. I will help my clients with their financial goals. Business Name: CLEMENT FINANCIAL LLC POSITION: Owner NATURE: Tax entity INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/26/2024 ADDRESS: 11101 Dyke Rd, Curtice OH 43412 DESCRIPTION: Tax entity to cover income and expenses for business

Exams

• S66 Uniform Combined State Law Examination
  2015-09-04