Unclaimed Profile

Jonathon Edwin Grace

DIXON, HUBARD, FEINOUR & BROWN, INC.·ROANOKE, Virginia

Series 65Clean record27 years registeredDIXON, HUBARD, FEINOUR & BROWN, INC.

601 S JEFFERSON STREET, ROANOKE, VA 24011-2414CRD# 3196683Firm CRD# 110777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathon Edwin Grace · ROANOKE, VA

Registration

CRD #3196683 · DIXON, HUBARD, FEINOUR & BROWN, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIXON, HUBARD, FEINOUR & BROWN, INC.

DIXON, HUBARD, FEINOUR & BROWN, INC.

Jun 1999 – Aug 2020

ROANOKE, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 16, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIXON, HUBARD, FEINOUR & BROWN, INC.

CRD 110777 · SEC 801-15740

AUM

$1.6B

Regulatory assets under management

Employees

2,460 client accounts

Services offered by DIXON, HUBARD, FEINOUR & BROWN, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIXON, HUBARD, FEINOUR & BROWN, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathon Edwin Grace offer?

Jonathon Edwin Grace specializes in Financial Planning, Investment Management, Wealth Management.

What are Jonathon Edwin Grace's credentials?

Jonathon Edwin Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathon Edwin Grace located?

Jonathon Edwin Grace is based in ROANOKE, Virginia, last registered with DIXON, HUBARD, FEINOUR & BROWN, INC..

How does Jonathon Edwin Grace charge for services?

Jonathon Edwin Grace's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIXON, HUBARD, FEINOUR & BROWN, INC.?

DIXON, HUBARD, FEINOUR & BROWN, INC. has approximately 23 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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