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John Robert Dixon

Investment Adviser Representative at VALUEWEALTH SERVICES, LLC

Winchester, TNCRD #1835019Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
3 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
MississippiNorth CarolinaTennessee
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/26/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0195
Source

Valuewealth Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VALUEWEALTH SERVICES, LLCCurrent
11/25/2025Winchester, TN
DEMPSEY LORD SMITH, LLC
7/28/202211/21/2025Winchester, TN
COSEY FINANCIAL SERVICES, INC.
6/27/20143/2/2021Knoxville, TN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at VALUEWEALTH SERVICES, LLC

4 other advisors in the directory

View VALUEWEALTH SERVICES, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Robert Dixon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Robert Dixon - Financial Advisor in Winchester, TN | AdvisorFinder