MD
CFP
MD
CFP
Melissa Dixon
19 Years of Experience
Fort Collins, CO
1 DisclosureBrokerSells Insurance
Melissa Dixon is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 19 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1136 E Stuart St., Bldg. 2, Ste. 2100, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2026Denied
Other Business ActivitiesSells Insurance
Melissa operates under the DBA JBA Wealth Management Group, owns rental real estate through JED Capital Group, and is a notary. She also sells non-variable insurance through JBA Wealth Management Group.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2026 - Present · 6 mos
Cambridge Investment Research Advisors, INC.
April 2026 - Present · 6 mos
Previous Registrations
LPL Financial LLCBroker
August 2018 - April 2026 · 7 yrs 8 mos
LPL Financial LLC
August 2018 - April 2026 · 7 yrs 8 mos
Securities America Advisors, INC.
June 2013 - August 2018 · 5 yrs 2 mos
Securities America, INC.Broker
February 2011 - August 2018 · 7 yrs 6 mos
Country Capital Management CompanyBroker
February 2009 - November 2010 · 1 yr 9 mos
Qa3 Financial LLC
August 2007 - December 2008 · 1 yr 4 mos
Qa3 Financial CORP.Broker
August 2007 - December 2008 · 1 yr 4 mos
MML Investors Services, INC.
January 2007 - August 2007 · 7 mos
MML Investors Services, INC.Broker
October 2006 - August 2007 · 10 mos
State Registrations44 states
AKALARAZCACOCTFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNDNENMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
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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