Dylan L. Fonner

CRD 6747880 · J.P. Morgan Securities LLC · Newark, DE

BrokerRegistration inactive

Also appears in the source record as: Dylan Lee Fonner

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Inactive
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (2): Delaware · New York
Years in the industry (source record): 9
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (4)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Newark, DE · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
Newark, DE · IA capacity

Feb 16, 2022 → Jul 7, 2026
Citizens Investment Services
Lewes, DE · IA capacity

Sep 11, 2017 → Sep 23, 2021
Citizens Securities, Inc.
Lewes, DE · BC capacity

May 4, 2017 → Sep 23, 2021

Source & corrections

Where this page comes from

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