Alyson Dix (CRD# 7636364) is an Investment Advisor Representative working at Edward Jones in Menomonee Falls, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St. Louis, MO | Sep 2023 - Current | < 1 |
J.p. Morgan Securities LLC | Glendale, WI | Sep 2022 - Sep 2023 | 1 |
Jpmorgan Chase Bank, N.a. | Glendale, WI | May 2020 - Sep 2023 | 3 |
Landmark Mortgage Lending | Green Bay, WI | Dec 2019 - Apr 2020 | < 1 |
Teachers On Call | Milwaukee, WI | Feb 2019 - Apr 2020 | 1 |
Unemployed | Depere, WI | Jan 2019 - Jan 2019 | < 1 |
Salvation Army Kroc Center | Green Bay, WI | May 2018 - Dec 2018 | < 1 |
Freedom House Ministries | Green Bay, WI | Dec 2017 - Sep 2018 | < 1 |
Bon-ton Stores, Inc. | Green Bay, WI | Nov 2017 - Nov 2017 | < 1 |
Unemployed | Minnetonka, MN | Sep 2012 - Oct 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2022 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- WI
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, VI, VT, WA, WI, WV, WY
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