Dylan Livit

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 06/2018 → 10/2018
  Unemployed
  Houston, TX
• 09/2014 → 05/2018
  Texas A & M University
  College State, TX
• 05/2017 → 08/2017
  Livdick
  Houston, TX
• 06/2016 → 08/2016
  Hunt Store
  Hunt, TX
• 11/2018 → 11/2021
  Raymond James And Associates, Inc
  Houston, TX
• 02/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 02/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 12/2021 → 01/2022
  Unemployed
  Houston, TX

Previous Registrations

• 2019-02-11 → 2021-11-30
  Raymond James & Associates, Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-02-08

Other Names

• Dylan Shae Livit
• Dylan Livit