John Robert Dixon
Investment Adviser Representative at Valuewealth Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Robert Dixon is an investment adviser representative with Valuewealth Services, LLC in Winchester, TN, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Dempsey LORD Smith, LLC and Cosey Financial Services, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Mississippi, North Carolina, and Tennessee.
Registrations & licenses
- Investment adviser:
- Mississippi, North Carolina, Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Joseph Financial ServicesJan 2002 – Mar 2021Winchester, TN
- Cosey Financial ServicesApr 2009 – Mar 2021Knoxville, TN
- Optimal Sante GA, LLCJul 2020 – Jul 2023Winchester, TN
- Dempsey LORD Smith, LLCJul 2022 – Nov 2025Winchester, TN
- ValueWealth ServicesNov 2025 – no end date reportedAnnapolis, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valuewealth Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0195
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial/estate/tax planning, institutional real estate (including 1031 exchanges), business succession, insurance/risk mitigation (life, disability, long-term care), and retirement plans/401(k)s.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Annapolis, MD
- SEC file number:
- 801-116846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at Valuewealth Services, LLC
4 other advisors in the directory
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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.
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