Dionna Maria Poluch

Employer firm

Brandywine Oak Private Wealth LLC CRD 297021

$1.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 08/2018 → 06/2022
  J.P. Morgan Advisors
  Boston, MA
• 10/2018 → Present
  Jpmorgan Securities, Llc.
  Boston, MA
• 05/2017 → 09/2017
  T.O. Epps & Associates, Inc.
  West Chester, PA
• 06/2016 → 06/2018
  The Crush Agency
  King Of Prussia, PA
• 04/2016 → 09/2017
  Eff.Y.bEe
  New York, NY
• 01/2014 → 08/2018
  University Of Delaware
  Newark, DE
• 06/2022 → 05/2023
  Beck Bode, Llc
  Dedham, MA
• 05/2023 → 10/2023
  Domain Money
  New York, NY
• 01/2024 → Present
  Brandywine Oak Private Wealth
  Kennett Square, PA
• 01/2024 → Present
  Brandywine Oak Private Wealth Llc
  Kennett Square, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-07

Designations

• Certified Financial Planner

Other Names

• Dionna Poluch