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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brady Dixon is an investment advisor representative with Edelman Financial Engines. Jason has been in the financial services industry since August 2002. Jason is licensed to provide advisory services in Oklahoma and Texas. Jason has a Series 7 and Series 63 license. Jason has experience working at Questar Capital Corporation and Edward Jones. Jason specializes in providing financial planning services to individuals, high-net-worth individuals, and retirement plan participants. Jason has a passion for helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OK
11/30/2016 - Present
Edelman Financial Engines (OKLAHOMA CITY OK)
MN
08/07/2003 - 11/30/2005
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MO
08/06/2002 - 07/28/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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