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JD

John R. Dixon

VALUEWEALTH SERVICES
Winchester, TN
Some features on this profile are disabled
CRD#: 1835019
JD

Professional summary

John Robert Dixon is a registered financial advisor currently at VALUEWEALTH SERVICES, LLC located in Winchester, Tennessee.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Dixon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 25, 2025 - Present

VALUEWEALTH SERVICES, LLC

RIA
CRD#: 304049
Winchester, TN
Past

July 28, 2022 - November 21, 2025

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
WINCHESTER, TN
Past

June 27, 2014 - March 2, 2021

COSEY FINANCIAL SERVICES, INC.

RIA
CRD#: 140175
KNOXVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VS
VALUEWEALTH SERVICES, LLC
VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Mississippi
(11/26/2025)
IAR
North Carolina
(11/25/2025)
IAR
Tennessee
(11/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2014
Uniform Investment Adviser Law Examination

Current Firm

VS
VALUEWEALTH SERVICES, LLC
VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)
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Contact information

Main Address
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401
Mailing Address
Phone number
(410) 286-9230
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2B BROCHURE DIXON 11.25 (11/25/2025)
2A BROCHURE VALUEWEALTH 9.25 (9/18/2025)
2B BROCHURE BUCHHEISTER 7.24 (3/14/2025)
2B BROCHURE WYROUGH 3.24 (3/14/2025)
2B BROCHURE COOK 12.24 (3/14/2025)

Regulatory assets under management

Total Number of Accounts262
AUM (Assets Under Management)$ 242,143,293

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VALUEWEALTH SERVICES, LLC

CRD#: 304049Winchester, TN

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