Dylan R Kepes

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

• 03/2017 → 05/2018
  Wells Fargo Clearing Services, Llc.
  Sugar Hill, GA
• 08/2013 → 05/2018
  Wells Fargo Bank Na
  Sugar Hill, GA
• 02/2019 → 05/2022
  Truist Investment Services Inc
  Atlanta, GA
• 05/2018 → 05/2022
  Suntrust/Truist
  Lawrenceville, GA
• 05/2018 → 05/2022
  Suntrust Bank N.A.
  Atlanta, GA
• 02/2020 → 05/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 06/2022 → Present
  J.P. Morgan Securities Llc
  Alpharetta, GA
• 06/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Alpharetta, GA

Previous Registrations

• 2020-03-02 → 2022-05-26
  Truist Advisory Services, Inc.
  Duluth, GA
  Lawrenceville, GA
  Duluth, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-19
• S63 Uniform Securities Agent State Law Examination
  2017-07-13

Other Names

• Dylan Kepes
• Dylan R Kepes
• Dylan Ryan Kepes