Jillian M. Dragone
Professional summary
Jillian Marie Dragone is a registered financial advisor currently at UNITED CAPITAL FINANCIAL ADVISORS located in Irving, Texas.
Jillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jillian has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jillian Marie Dragone's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 26, 2025 - Present
UNITED CAPITAL FINANCIAL ADVISORS
Office #1: 125 E John Carpenter Frwy Ste 1300, Irving, TX 75062June 18, 2015 - October 11, 2016
ALLIANCEBERNSTEIN L.P.
June 8, 2015 - October 11, 2016
ALLIANCEBERNSTEIN INVESTMENTS, INC.
August 24, 2011 - May 21, 2015
MORGAN STANLEY
October 6, 2010 - May 21, 2015
MORGAN STANLEY
Primary Firm SEC Registration
UNITED CAPITAL FINANCIAL ADVISORS
CRD#: 134600 / SEC#: 801-64376
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/26/2025)
(11/26/2025)
Exams
Current Firm
UNITED CAPITAL FINANCIAL ADVISORS
CRD#: 134600 / SEC#: 801-64376
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41,738 |
| AUM (Assets Under Management) | $ 17,211,052,120 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2024 | ||
| 10/30/2023 | ||
| 01/26/2023 |
Red Flags
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