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Jon Benjamin Dixon

RFG ADVISORY GROUP, LLC·BIRMINGHAM, Alabama
Clean recordRFG ADVISORY GROUP, LLC
1100 CORPORATE DRIVE, BIRMINGHAM, AL 35242CRD# 4789410Firm CRD# 158401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon Benjamin Dixon · BIRMINGHAM, AL
Registration
CRD #4789410 · RFG ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jon Benjamin Dixon is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with RFG ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
RFG ADVISORY, LLC
RFG ADVISORY, LLC
AUM
$3.9B
Regulatory assets under management
Employees
195
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4789410
Firm CRD# 158401
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Benjamin Dixon offer?
Jon Benjamin Dixon specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Jon Benjamin Dixon's credentials?
Jon Benjamin Dixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Benjamin Dixon located?
Jon Benjamin Dixon is based in BIRMINGHAM, Alabama, working with RFG ADVISORY GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Jon Benjamin Dixon charge for services?
Jon Benjamin Dixon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RFG ADVISORY GROUP, LLC?
RFG ADVISORY GROUP, LLC has approximately 195 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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