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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Dixon is a financial advisor with Independent Financial Group, LLC. Jon has been working in the financial industry since 2004 and has a proven track record of success. Jon is a licensed registered representative and investment advisor representative, holding Series 7, 66, and 24 licenses. Jon is committed to helping his clients achieve their financial goals. Jon specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Jon has worked with various clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. He has also been employed with LPL Financial, LLC and Cambridge Investment Research, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
02/01/2023 - Present
Independent Financial Group, LLC (BIRMINGHAM AL)
AL
10/12/2015 - 02/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Birmingham AL)
AL
08/08/2011 - 10/21/2015
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
AL
09/23/2004 - 08/08/2011
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
BOTH
Issued 10/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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