John Joseph Dillon

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 11/2013 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Previous Registrations

• 2009-06-01 → 2013-12-04
  Morgan Stanley
  Bethesda, MD
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Bethesda, MD
  Bethesda, MD
  New York, NY
  Bethesda, MD
• 1997-01-01 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Bethesda, MD

Other Businesses

TRUSTEE FOR DILLON WEALTH MANAGEMENT 401K FOR MULTIPLE TEAM MEMBERS, INV RELATED, ANNAPOLIS, MD, START: 01/01/2014, 3 HRS/MONTH, 3 HRS DURING TRADING, FINET PRACTICE 401K. DILLON WEALTH MANAGEMENT LLC, INV RELATED, ANNAPOLIS, MD, START 12/23/2013, 170 HOURS PER MONTH, 170 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY; INV. RELATED; ANNAPOLIS,MD; 100% OWNERSHIP WITH SPOUSE; START DATE 03/03/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-01
• S63 Uniform Securities Agent State Law Examination
  1992-02-07

Other Names

• John Hoseph Dillon
• John Joseph Dillon
• John Joseph Dillon Jr.
• John Joseph Dillon
• John J. Dillon Jr.