Dylan Jones has been an investment adviser representative at Paragon Private Wealth Management since December 2024, and is not listed among the firm’s executive officers or direct owners.
Paragon Private Wealth Management LLC is a Lexington, KY firm with $458M under management, 169 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Dylan Jones’ longest registration is the current one, 1 year at Paragon Private Wealth Management since 2024. Before joining Paragon Private Wealth Management in 2024, Dylan Jones was registered through Raymond James & Associates, Inc. and Morgan Stanley.
- – present · 1 yearLexington, KY · Adviser representative · Firm CRD 312817
- Raymond James & Associates, Inc.– · under a yearLexington, KY · Adviser representative · Firm CRD 705
- Morgan Stanley– · under a yearLexington, KY · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Dylan Jones is registered as an investment adviser representative in 2 states. The first approvals date from December 2024; the most recent is Texas, in October 2026.
- KentuckySince 10 December 2024
- TexasSince 15 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 July 2024 |
| Series 7TO | General Securities Representative Examination | 10 June 2024 |
| SIE | Securities Industry Essentials Examination | 5 February 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dylan T Jones
- CRD
- 7816672
- Firm
- Paragon Private Wealth Management · CRD 312817
- Office
- 300 WEST VINE STREET, SUITE 2201, Lexington, KY 40507
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Dylan Jones work?
Dylan Jones is an investment adviser representative registered through Paragon Private Wealth Management LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Jones a financial advisor?
Yes. Dylan Jones has a current investment-adviser registration in Kentucky and Texas, through Paragon Private Wealth Management since December 2024.
How many years of experience does Dylan Jones have?
Dylan Jones has 2 years in the financial industry, since June 2024, across 3 adviser firms.
What exams has Dylan Jones passed?
Dylan Jones has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2024.
Where did Dylan Jones work before Paragon Private Wealth Management?
Before Paragon Private Wealth Management, Dylan Jones was registered through Raymond James & Associates, Inc., August 2024 to December 2024; Morgan Stanley, July 2024 to August 2024.
Where is Dylan Jones based?
Dylan Jones’ registered office is in Lexington, KY.
Is Dylan Jones registered with FINRA?
No. Dylan Jones has no current broker registration.
How can I verify Dylan Jones’ record?
Search CRD 7816672 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dylan Jones’ full registration record.
