Matthew Dixon is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 10 years of industry experience. Matthew 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
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Regulatory History
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 ActivitiesSells Insurance
Matthew has a DBA for his LPL business, JBA Wealth Management Group, Inc. He also engages in non-variable insurance activities through JBA Wealth Management Group, Inc.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations45 states
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
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