John Robert Dixon

Employer firm

Valuewealth Services, LLC CRD 304049

$319M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → 03/2021
  Joseph Financial Services
  Winchester, TN
• 04/2009 → 03/2021
  Cosey Financial Services
  Knoxville, TN
• 07/2020 → 07/2023
  Optimal Sante Ga, Llc
  Winchester, TN
• 07/2022 → 11/2025
  Dempsey Lord Smith, Llc
  Winchester, TN
• 11/2025 → Present
  Valuewealth Services
  Annapolis, MD

Previous Registrations

• 2022-07-28 → 2025-11-21
  Dempsey Lord Smith, Llc
  Winchester, TN
  Rome, GA
  Calhoun, GA
• 2014-06-27 → 2021-03-02
  Cosey Financial Services, Inc.
  Knoxville, TN

Other Businesses

Mr. Dixon is dedicated to the investment advisory activities of ValueWealth Services, LLC. He also is an independent insurance agent for multiple insurance companies. In this role Mr. Dixon transacts in insurance products including annuities, life, disability and long-term care products. He spends approximately 10 hours a week in this endeavor. Lastly, Mr. Dixon is half owner of a family farm that maintains bee keeping, hay and chickens. He spends approximately 10 hours a week in this endeavor and it is not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-26