Dylan Jacob Ibarra
Investment Adviser Representative at THE Burney Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dylan Jacob Ibarra is an investment adviser representative with The Burney Company in St. Louis Park, MN, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with The Advocate Group, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsJun 2023 – Sep 2023Minnetonka, MN
- Fidelity InvestmentsJun 2022 – Aug 2022Minnetonka, MN
- JustTakeActionNov 2021 – May 2023Duluth, MN
- ActiveKidsAssociationMar 2020 – Sep 2021Blaine, MN
- ISD 12Jul 2018 – Mar 2020Lino Lakes, MN
- Fleet FarmJun 2017 – May 2018Blaine, MN
- WalmartOct 2016 – Apr 2017Circle Pines, MN
- THE Advocate Group, LLCSep 2023 – no end date reportedMinnetonka, MN
- The Burney CompanyJan 2026 – no end date reportedReston, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Burney Company
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $750,000 (waivable)
- Up to $2,000,0001.25%
- $2,000,000 to $5,000,0001.00%
- $5,000,000 to $10,000,0000.90%
- Over $10,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Outsourced CIO services, separately managed accounts, 130-30 long-short strategy, proprietary ETFs, equity research and ratings covering over 2,800 US stocks, active stock selection, portfolio management, daily market commentary, and a platform for advisors to join Burney.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 37
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Reston, VA
- Founded:
- 1974
- SEC file number:
- 801-10232
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dylan Jacob Ibarra has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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