Dylan Wilson

KESTRA ADVISORY SERVICES | Financial Advisor

Jacksonville, FL 32224

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CRD#: 7043507

Professional summary

Dylan Wilson, who also goes by Dylan Cole Wilson, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Jacksonville, Florida and KESTRA INVESTMENT SERVICES, LLC located in Jacksonville, Florida.

Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Dylan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?

Wealth Preservation Strategies

Retirement Planning Strategies

Sustainable and Responsible In...

Are you a "fiduciary"?

Yes

Aliases

Dylan Cole Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/26/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Business Name: THE BALDWIN GROUP POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 08/26/2024 ADDRESS: 4233 Pablo Professional Court, 201, Jacksonville FL 32224 DESCRIPTION: Marketing employee benefit programs and life insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 11, 2024 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 4233 Pablo Professional Court Suite 201, Jacksonville, FL 32224

RIA

CRD#: 283330

Jacksonville, FL

Current

September 5, 2024 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 4233 Pablo Professional Court Suite 201, Jacksonville, FL 32224

CRD#: 42046

Jacksonville, FL

Past

December 13, 2021 - August 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ST. AUGUSTINE, FL

Past

December 3, 2021 - August 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ST. AUGUSTINE, FL

Past

February 4, 2020 - November 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

St Augustine, FL

Past

February 3, 2020 - November 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

St Augustine, FL

Past

February 6, 2019 - December 24, 2019

EDWARD JONES

RIA

CRD#: 250

JACKSONVILLE, FL

Past

January 12, 2019 - December 24, 2019

EDWARD JONES

CRD#: 250

JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/5/2024)

IAR

Florida
(9/11/2024)

Georgia
(9/5/2024)

Illinois
(7/10/2025)

Massachusetts
(9/5/2024)

New Hampshire
(9/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/2/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/12/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/17/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Dylan Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2019

Series 7TO

Date: 1/12/2019

SIE

Date: 12/17/2018

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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