Jillian Marie Dragone

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2015 → 10/2016
  Alliancebernstein Investments, Inc.
  New York, NY
• 10/2016 → 11/2025
  Apexium Financial Lp
  Dallas, TX
• 11/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2015-06-18 → 2016-10-11
  Alliancebernstein L.P.
  New York, NY
• 2011-08-24 → 2015-05-21
  Morgan Stanley
  Garden City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-08
• S63 Uniform Securities Agent State Law Examination
  2011-01-10

Designations

• Chartered Financial Analyst