Jessica C. Dillon

ROSSBY FINANCIAL

Grinnell, IA 50112

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CRD#: 6831027

Professional summary

Jessica Claire Dillon, CPWA®, who also goes by Jessica Murray Dillon, Jessica Claire Murray, is a registered financial advisor currently at ROSSBY FINANCIAL, LLC located in Grinnell, Iowa.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jessica has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Murray Dillon | Jessica Claire Murray

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 Jessica Claire Dillon'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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-07-06

Expire date: 2024-06-30

Experience

Current

January 2, 2026 - Present

ROSSBY FINANCIAL, LLC

Office #1: 923 Broad Street, Grinnell, IA 50112

RIA

CRD#: 324631

Grinnell, IA

Past

August 24, 2020 - January 7, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Grinnell, IA

Past

September 20, 2017 - August 24, 2020

HARBOUR INVESTMENTS, INC.

RIA

CRD#: 19258

DES MOINES, IA

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".

ROSSBY FINANCIAL, LLC

CRD#: 324631 / SEC#: 801-127370

RIA

Registered Investment Advisory firm - (2/24/2023 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

Iowa
(1/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/20/2017

Uniform Investment Adviser Law Examination

Current Firm

ROSSBY FINANCIAL, LLC

CRD#: 324631 / SEC#: 801-127370

RIA

Registered Investment Advisory firm - (2/24/2023 Approved)

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Contact information

Main Address

2412 Irwin Street, Melbourne, FL 32901

Mailing Address

Phone number

(321) 209-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROSSBY WRAP BROCHURE 2025 (3/4/2025)

ROSSBY ADV PART 2A BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 358,627,117

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.

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Jessica C. Dillon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Claire Dillon's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSSBY FINANCIAL, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

HARBOUR INVESTMENTS, INC.

Primary Firm SEC Registration

ROSSBY FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2017

Current Firm

ROSSBY FINANCIAL, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROSSBY FINANCIAL, LLC

TRUST BUT VERIFY

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