JD
JD

Jonathan Dixon

2 Years of Experience
Brentwood, TN
BrokerSells Insurance

Jonathan Dixon is a registered investment advisor at Cetera Investment Advisers LLC, based in Brentwood, TN, with 2 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

750 Old Hickory Blvd Suite 2-210, Brentwood, TN, 37027

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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.

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Other Business ActivitiesSells Insurance

Jonathan provides financial planning, insurance, and investment advice through Shoemaker Financial, dedicating full-time hours to this role. He also works as an insurance agent selling fixed insurance products with various companies, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations3 states
NYPATN
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.
Jonathan Dixon - Financial Advisor | TrueAdvisor