Jon Benjamin Dixon

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2015 → 01/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2015 → 01/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2023 → Present
  Independent Financial Group, Llc
  Birmingham, AL

Previous Registrations

• 2015-10-12 → 2023-02-03
  Cambridge Investment Research Advisors, Inc.
  Birmingham, AL
• 2011-08-08 → 2015-10-13
  Rfg Advisory, Llc
  Birmingham, AL
• 2004-11-15 → 2011-08-08
  Securities America Advisors, Inc.
  Birmingham, AL

Other Businesses

(1) KEYSTONE FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2023 ADDRESS: 2 Perimeter Park South, Suite 140e, Birmingham AL 35243, United States DESCRIPTION: DBA Name for Marketing Purposes. (2) MURPHY MEADOWS POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2022 ADDRESS: 2 Perimeter Park South, Suite 140e, Birmingham AL 35243, United States DESCRIPTION: OUTSIDE INSURANCE RAMSEY MASTER FINANCIAL COACH POSITION: Independent Contractor NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/14/2025 ADDRESS: 44 Inverness Center Park, Suite 100, Birmingham AL 35242, United States DESCRIPTION: Once I take the classes, which usually take about 8 weeks, I will be providing people with advice and the steps on how to become financially independent, get out of debt, and stay out of debt. Referrals will come from people who go onto the Ramsey Solutions website and look for a trusted local provider in my area.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-13

Other Names

• Ben Dixon