JD
JD

Jason Dickerson

10 Years of Experience
Beaumont, TX
BrokerSells Insurance

Jason Dickerson is a registered investment advisor, based in Beaumont, TX, with 10 years of industry experience.

Location

1150 North 11th Street, Beaumont, TX, 77659

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Jason is a partner at The Dickerson Group (marketing), a financial advisor for EIA Sales and CoSource Financial Group, and an agent for Medi-Share, Advisors Excel, and Avantax Insurance Agency. He also provides business valuations and is co-president of the Texas Tech Alumni Association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
December 2015 - October 2019 · 3 yrs 10 mos
1st Global Capital CORP.Broker
October 2015 - October 2019 · 4 yrs
State Registrations10 states
AZIDLAMINYOHSCTXVAWA
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.