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Dylan R Kepes

J.P. Morgan Securities LLC

Milton , GA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-08
GA RA APPROVED 2022-06-10
  • TX RA
    APPROVED_RES
    Since 2022-08-08
  • GA RA
    APPROVED
    Since 2022-06-10

Branch Locations

15800 Birmingham Hwy , Milton , GA 30004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc. Sugar Hill GA 03/2017 05/2018
Wells Fargo Bank Na Sugar Hill GA 08/2013 05/2018
Truist Investment Services Inc Atlanta GA 02/2019 05/2022
Suntrust/Truist Lawrenceville GA 05/2018 05/2022
Suntrust Bank N.A. Atlanta GA 05/2018 05/2022
Truist Advisory Services, Inc. Atlanta GA 02/2020 05/2022
J.P. Morgan Securities Llc Alpharetta GA 06/2022 Present
Jpmorgan Chase Bank, N.A. Alpharetta GA 06/2022 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-19
S63 Uniform Securities Agent State Law Examination 2017-07-13
  • 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

View on SEC IAPD

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BLUECHIP WEALTH ADVISORS LLC · MILTON, GA
BERKELEY CAPITAL PARTNERS, LLC · MILTON, GA
CETERA INVESTMENT ADVISERS LLC · MILTON, GA
ARKOS GLOBAL ADVISORS, LLC · Milton, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Milton, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Milton, GA
CWM, LLC · Milton, GA
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