Jon Dixon, financial advisor Birmingham AL

Jon Dixon

CRD Number: 4789410
Current Firm: Independent Financial Group, LLC

Jon Dixon (CRD# 4789410) is an Investment Advisor Representative working at Independent Financial Group, LLC in Birmingham, AL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group, LLC Birmingham, AL Feb 2023 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2015 - Jan 2023 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2015 - Jan 2023 7
Lpl Financial, LLC Birmingham, AL Aug 2011 - Oct 2015 4
Rfg Advisory Group, LLC Birmingham, AL Aug 2011 - Oct 2015 4
Reliance Insurance Agency, LLC Birmingham, AL Jan 2005 - Oct 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Jon B. Dixon
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    6,751
    MILLIONS
  • Total Number of Accounts
    30,369
    ACCOUNTS
  • Average Account Value
    $222,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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