UBS Financial Services
47yrs
Top advisor by experience in Plano
13yrs
Dylan Mobly
Financial advisor at J.P. Morgan Securities
Based in Plano, Texas, Dylan Mobly is a fiduciary financial advisor with 13 years of industry experience. Dylan joined J.P. Morgan Securities in 2017, after two years at Edward Jones. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 70% of advisors in Plano
Office8000 Independence Parkway, Plano, TX 75025
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
- 2014 – 2016Edward JonesPreviously
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Dylan Mobly. Dylan works from the Plano, TX office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2014, about 13 years. More experience than 70% of advisors in Plano.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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