Jeffrey Dillon, financial advisor Jackson MI

Jeffrey Dillon

CRD Number: 4519496
Current Firm: Dillon & Associates Inc.

Jeffrey Dillon (CRD# 4519496) is an Investment Advisor Representative working at Dillon & Associates Inc. in Jackson, MI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Dillon & Associates Jackson, MI Jan 1996 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Jeffrey P. Dillon
Phone Number: 517-796-7090
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    577
    MILLIONS
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $854,843
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, MI, OH, TX

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