JD
CFP
JD
CFP

Jeffrey Dickerson

40 Years of Experience
Glen Allen, VA
1 DisclosureBroker

Jeffrey Dickerson is a CFP-designated registered investment advisor, based in Glen Allen, VA, with 40 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.

Location

4101 Cox Rd, Suite 150, Glen Allen, VA, 23060

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History

Regulatory History (1)
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Customer Dispute
May 2011
Denied
Other Business Activities

Jeffrey is a co-managing partner of Dickerson Jackson & Associates LLC since 2004. This takes about half of Jeffrey's time and is solely associated with Raymond James.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
September 2026 - Present · 1 mo
Wealth Enhancement Brokerage Services, LLCBroker
September 2026 - Present · 1 mo
Wealth Enhancement Brokerage Services, LLC
September 2026 - Present · 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
August 2022 - September 2026 · 4 yrs 1 mo
Raymond James Financial Services Advisors, INC
August 2022 - September 2026 · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
July 2004 - August 2022 · 18 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
July 2004 - August 2022 · 18 yrs 1 mo
UBS Financial Services INC.Broker
August 2000 - August 2004 · 4 yrs
UBS Financial Services INC.
August 2000 - August 2004 · 4 yrs
J.C. Bradford & CO.Broker
February 1999 - August 2000 · 1 yr 6 mos
First Union Capital Markets CORP.Broker
March 1991 - March 1999 · 8 yrs
Charles Schwab & CO., INC.Broker
September 1987 - March 1991 · 3 yrs 6 mos
United Dominion Investments, INC.Broker
July 1987 - August 1987 · 1 mo
Olde Discount CorporationBroker
August 1986 - July 1987 · 11 mos
State Registrations25 states
ALCACODEFLGAILKSKYMAMDMIMONCNENHNYOHORPASCTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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