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Dylan Hallard

Jefferies Investment Advisers LLC

New York, NY

CRD 6940781

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Employer firm

Jefferies Investment Advisers LLC CRD 325421

$5.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Jefferies Investment Advisers Llc

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-01-27
MA RA APPROVED 2025-11-07
OR RA APPROVED 2025-10-22
AZ RA APPROVED 2025-10-10
FL RA APPROVED 2025-10-06
WV RA APPROVED 2025-09-23
ND RA APPROVED 2025-09-22
UT RA APPROVED 2025-09-22
GA RA APPROVED 2025-09-19
LA RA APPROVED 2025-09-19
NV RA APPROVED 2025-09-19
NJ RA APPROVED 2025-09-19
NM RA APPROVED 2025-09-19
SD RA APPROVED 2025-09-19
VI RA APPROVED 2025-09-19
AL RA APPROVED 2025-09-18
AK RA APPROVED 2025-09-18
AR RA APPROVED 2025-09-18
CA RA APPROVED 2025-09-18
CO RA APPROVED 2025-09-18
CT RA APPROVED 2025-09-18
DE RA APPROVED 2025-09-18
HI RA APPROVED 2025-09-18
ID RA APPROVED 2025-09-18
IL RA APPROVED 2025-09-18
IN RA APPROVED 2025-09-18
IA RA APPROVED 2025-09-18
KS RA APPROVED 2025-09-18
KY RA APPROVED 2025-09-18
ME RA APPROVED 2025-09-18
MD RA APPROVED 2025-09-18
MI RA APPROVED 2025-09-18
MN RA APPROVED 2025-09-18
MS RA APPROVED 2025-09-18
MO RA APPROVED 2025-09-18
MT RA APPROVED 2025-09-18
NE RA APPROVED 2025-09-18
NH RA APPROVED 2025-09-18
NC RA APPROVED 2025-09-18
OH RA APPROVED 2025-09-18
OK RA APPROVED 2025-09-18
PA RA APPROVED 2025-09-18
PR RA APPROVED 2025-09-18
RI RA APPROVED 2025-09-18
SC RA APPROVED 2025-09-18
TX RA APPROVED 2025-09-18
VT RA APPROVED 2025-09-18
VA RA APPROVED 2025-09-18
WA RA APPROVED 2025-09-18
WI RA APPROVED 2025-09-18
WY RA APPROVED 2025-09-18
NY RA APPROVED 2024-05-01
  • DC RA
    APPROVED
    Since 2026-01-27
  • MA RA
    APPROVED
    Since 2025-11-07
  • OR RA
    APPROVED
    Since 2025-10-22
  • AZ RA
    APPROVED
    Since 2025-10-10
  • FL RA
    APPROVED
    Since 2025-10-06
  • WV RA
    APPROVED
    Since 2025-09-23
  • ND RA
    APPROVED
    Since 2025-09-22
  • UT RA
    APPROVED
    Since 2025-09-22
  • GA RA
    APPROVED
    Since 2025-09-19
  • LA RA
    APPROVED
    Since 2025-09-19
  • NV RA
    APPROVED
    Since 2025-09-19
  • NJ RA
    APPROVED
    Since 2025-09-19
  • NM RA
    APPROVED
    Since 2025-09-19
  • SD RA
    APPROVED
    Since 2025-09-19
  • VI RA
    APPROVED
    Since 2025-09-19
  • AL RA
    APPROVED
    Since 2025-09-18
  • AK RA
    APPROVED
    Since 2025-09-18
  • AR RA
    APPROVED
    Since 2025-09-18
  • CA RA
    APPROVED
    Since 2025-09-18
  • CO RA
    APPROVED
    Since 2025-09-18
  • CT RA
    APPROVED
    Since 2025-09-18
  • DE RA
    APPROVED
    Since 2025-09-18
  • HI RA
    APPROVED
    Since 2025-09-18
  • ID RA
    APPROVED
    Since 2025-09-18
  • IL RA
    APPROVED
    Since 2025-09-18
  • IN RA
    APPROVED
    Since 2025-09-18
  • IA RA
    APPROVED
    Since 2025-09-18
  • KS RA
    APPROVED
    Since 2025-09-18
  • KY RA
    APPROVED
    Since 2025-09-18
  • ME RA
    APPROVED
    Since 2025-09-18
  • MD RA
    APPROVED
    Since 2025-09-18
  • MI RA
    APPROVED
    Since 2025-09-18
  • MN RA
    APPROVED
    Since 2025-09-18
  • MS RA
    APPROVED
    Since 2025-09-18
  • MO RA
    APPROVED
    Since 2025-09-18
  • MT RA
    APPROVED
    Since 2025-09-18
  • NE RA
    APPROVED
    Since 2025-09-18
  • NH RA
    APPROVED
    Since 2025-09-18
  • NC RA
    APPROVED
    Since 2025-09-18
  • OH RA
    APPROVED
    Since 2025-09-18
  • OK RA
    APPROVED
    Since 2025-09-18
  • PA RA
    APPROVED
    Since 2025-09-18
  • PR RA
    APPROVED
    Since 2025-09-18
  • RI RA
    APPROVED
    Since 2025-09-18
  • SC RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-18
  • VT RA
    APPROVED
    Since 2025-09-18
  • VA RA
    APPROVED
    Since 2025-09-18
  • WA RA
    APPROVED
    Since 2025-09-18
  • WI RA
    APPROVED
    Since 2025-09-18
  • WY RA
    APPROVED
    Since 2025-09-18
  • NY RA
    APPROVED
    Since 2024-05-01

Branch Locations

520 Madison Avenue, New York, NY 10022 • 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
Webull Financial New York NY 01/2021 03/2024
Ubs Financial Services Weehawken NJ 10/2019 01/2021
A-List Billing Morganville NJ 06/2019 10/2019
Ubs Financial Services Red Bank NJ 05/2018 08/2018
Windansea Highlands NJ 06/2015 08/2017
East Carolina University Greenville NC 08/2015 05/2019
East Carolina University Greenville NC 08/2015 05/2019
Jefferies Llc New York NY 03/2024 Present
Jefferies Investment Advisers Llc New York NY 03/2024 Present
  • 01/2021 → 03/2024
    Webull Financial
    New York, NY
  • 10/2019 → 01/2021
    Ubs Financial Services
    Weehawken, NJ
  • 06/2019 → 10/2019
    A-List Billing
    Morganville, NJ
  • 05/2018 → 08/2018
    Ubs Financial Services
    Red Bank, NJ
  • 06/2015 → 08/2017
    Windansea
    Highlands, NJ
  • 08/2015 → 05/2019
    East Carolina University
    Greenville, NC
  • 08/2015 → 05/2019
    East Carolina University
    Greenville, NC
  • 03/2024 → Present
    Jefferies Llc
    New York, NY
  • 03/2024 → Present
    Jefferies Investment Advisers Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-01
  • S66 Uniform Combined State Law Examination
    2024-05-01
Other Names
  • Dylan Albert Hallard

View on SEC IAPD

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