Tyler Deleon
Financial advisor at Accolade Asset/liability Advisory Services · Columbus, OH
Last updated 2026-10-10
Claim your profileTyler Deleon is a financial advisor at Accolade Asset/liability Advisory Services in Columbus, OH, CRD 7496891. Licenses and exams on the registration: Series 66. IAPD registration began 2022-06-17.
Registration
- CRD number
- 7496891
- Registration status
- Active
- IAPD registration
- 2022-06-17
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- OH
Licenses and exams
- Series 66
Work history
- 2022-03 to 2023-02 · Charles Schwab & Co., Inc. · Dallas, TX
- 2021-06 to 2021-08 · Charles Schwab & Co., Inc. · El Paso, TX
- 2020-04 to 2020-06 · Amazon Com Services LLC · Groveport, OH
- 2020-01 to 2020-10 · Cepeda's Good Bull Parking · Bryan, TX
- 2019-09 to 2019-12 · Swiki Anderson & Associates · Bryan, TX
- 2019-01 to 2019-10 · Traditions Club Bryan LLC · Bryan, TX
- 2018-08 to 2019-01 · Blinn College Bookstore · Bryan, TX
- 2015-12 to 2017-06 · Casa del Taco · Chillicothe, OH
- 2023-05 to 2023-07 · Jpmorgan Chase Bank, N.A. · Upper Arlington, OH
- 2023-05 to 2023-07 · J.P. Morgan Securities LLC · Upper Arlington, OH
- 2017-07 to 2018-07 · Unemployed · Chillicothe, OH
- 2020-11 to 2021-05 · Unemployed · College Station, TX
- 2021-09 to 2022-02 · Unemployed · College Station, OH
- 2023-03 to 2023-04 · Unemployed · Circleville, OH
- 2020-01 to 2020-03 · Unemployed · Bryan, TX
- 2023-07 to 2024-10 · Charles Schwab & Co., Inc. · Columbus, OH
- 2023-07 to 2024-10 · Charles Schwab Bank, Ssb · Columbus, OH
- 2018-08 to 2019-01 · Barnes & Noble College · Bryan, TX
- 2024-10 to Present · Accolade Asset/liability Advisory Services · Columbus, OH
Current employment
- Accolade Asset/liability Advisory Services · Columbus, OH
Accolade Asset/liability Advisory Services
- Regulatory AUM
- $1,598,528,764
- Registered advisors
- 5
- Offices
- 2
- Clients per advisor
- 7.8 (Low)
- Average AUM per client
- $41M (Moderate)
- High-net-worth client ratio
- 0.0% (Low)
Accolade Asset/liability Advisory Services: advisors, services and reported ETF investments
About
Tyler Deleon is a financial advisor at Accolade Asset/liability Advisory Services in Columbus, OH. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Charles Schwab & Co., Inc., Charles Schwab Bank, Ssb, Jpmorgan Chase Bank, N.A., J.P. Morgan Securities LLC, among others.
Accolade Asset/liability Advisory Services' firm-level Form ADV reports 5 advisors across 2 offices; approximately 7.8 clients per advisor, average assets per client of $40,987,917, and regulatory AUM of $1.6B; client categories including Banking or thrift institutions; services including Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Accolade Asset/liability Advisory Services on Form ADV.
Client services
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Banking or Thrift Institution
Location
8700 Orion Place, Columbus, OH 43240-2078
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 614-816-2694
- Website: accoladeadvisory.com
Official record
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