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Dylan Dotan

J.P. Morgan Securities LLC

Garden City, NY

CRD 7953919

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-06
TX RA APPROVED 2024-09-06
  • NY RA
    APPROVED
    Since 2024-09-06
  • TX RA
    APPROVED
    Since 2024-09-06

Branch Locations

1001 Franklin Ave, Garden City, NY 11530 • 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
J.P. Morgan Securities Llc Greenvale NY 07/2024 Present
Jpmorgan Chase Bank, N.A. Greenvale NY 07/2024 Present
Jpmorgan Chase Bank New York City NY 06/2023 08/2023
Jpmorgan Chase Bank Chicago IL 06/2022 07/2022
Duke University Durham NC 08/2020 06/2024
Life Time Garden City NY 05/2021 06/2021
Unemployed New Hyde Park NY 07/2015 07/2020
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    Greenvale, NY
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Greenvale, NY
  • 06/2023 → 08/2023
    Jpmorgan Chase Bank
    New York City, NY
  • 06/2022 → 07/2022
    Jpmorgan Chase Bank
    Chicago, IL
  • 08/2020 → 06/2024
    Duke University
    Durham, NC
  • 05/2021 → 06/2021
    Life Time
    Garden City, NY
  • 07/2015 → 07/2020
    Unemployed
    New Hyde Park, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06
Other Names
  • Dylan Lexi Dotan

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

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