JD
JD

Jason Dixon

4 Years of Experience
St George, UT

Jason Dixon is a registered investment advisor at Field Freedom Advisors, based in St George, UT, with 4 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Field Freedom Advisors does not directly manage investments. Instead, they refer clients to Matson Money for investment management. The annual fee for this service is 1.48% of your portfolio, which includes 0.99% to Field Freedom Advisors and 0.49% to Matson Money. This fee is in addition to the 0.50% expense ratio of the Matson Money funds your portfolio will be invested in. The total annual advisory fee will not exceed 2.00% of assets. This fee is negotiable.

Loading...

Location

661 E. St George Blvd., Suite 102, St George, UT, 84770

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jason works as an attorney at Dixon Law, PC since 2017. This activity takes nearly full-time hours, including 8 hours of trading.

Employment History
Current Registrations
Field Freedom Advisors
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Teton Wealth Group LLC
June 2021 - August 2022 · 1 yr 2 mos
Cambridge Investment Research Advisors, INC.
March 2021 - May 2021 · 2 mos
State Registrations1 state
UT
Advisor

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.
Jason Dixon - Financial Advisor | TrueAdvisor