Jason Brady Dixon

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• 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

• 12/2005 → 09/2016
  Tmfs-Oklahoma City, Llc
  Oklahoma, OK
• 10/2016 → 11/2016
  Financial Engines Advisor Center, Llc
  Oklahoma City, OK
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Oklahoma City, OK
• 09/2025 → Present
  Rfg Advisory Dba Rjb Financial Planning
  Oklahoma City, OK

Previous Registrations

• 2016-11-30 → 2025-10-13
  Edelman Financial Engines
  Oklahoma City, OK
  Oklahoma City, OK
• 2016-10-03 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Oklahoma City, OK
  Overland Park, KS
• 2006-01-03 → 2016-10-24
  The Mutual Fund Store
  Oklahoma City, OK
• 2003-08-21 → 2005-11-30
  Questar Capital Corporation
  Noble, OK
• 2005-01-10 → 2005-11-30
  Questar Asset Management, Inc.
  Noble, OK

Other Businesses

1) RJB Financial Planning; YES; 5400 North Grand Blvd., Suite 102, Oklahoma City, OK. 73112; DBA; Owner/Founder/Advisor; Start: 9/12/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; Start: 9/12/2025; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-18
• S63 Uniform Securities Agent State Law Examination
  2002-08-08