Dylan Jain
Advisor at Fidelity — Jacksonville, FL Touchton Rd East
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
7 years
Location
Jacksonville, FL 32246-4484
Fidelity
Institution
Dylan Jain is a financial advisor at Fidelity with seven years of industry experience holding Series 63 and Series 66 licenses. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as prior work at TPC Sawgrass and Caffe Andiamo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs, supported by systematic methodologies and long-term asset allocation benchmarks.
Based on Fidelity
Jacksonville, FL Touchton Rd East
4601 Touchton Rd East, Bldg 400
Jacksonville FL 32246
Advisors at this office
778
Florida · Texas
7 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Brokerage Services LLC
2019 - Present • 7 years
Jacksonville, FL
Caffe Andiamo
2016 - 2016 • 1 year
Ponte Vedra Beach, FL
TPC Sawgrass
2013 - 2019 • 6 years
Ponte Vedra Beach, FL
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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