Member · Tailwind Advisors
Jeffrey R. Dillard
CRD 5656679 · Named on Form ADV at one SEC-registered adviser
At a glance
Tailwind Advisors, an SEC-registered wealth manager based in Fort Worth, TX with $1.7 billion in regulatory assets, lists Jeffrey R. Dillard on its Form ADV as Member, a control person.
Firms and roles
- Tailwind AdvisorsMemberWealth manager · Fort Worth, TX · $1.7B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stewart R. HendersonInvestment Units Holder, Tailwind Advisors
- Robert J. BattonInvestment Units Holder, Tailwind Advisors
- Shawn G. HessingChief Compliance Officer, Tailwind Advisors
- Richard J. BryceInvestment Units Holder, Tailwind Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.