Jason Todd Dickerson

Current Employers

Employment History

• 10/2015 → 10/2019
  1St Global Capital Corp
  Beaumont, TX
• 10/2015 → 10/2019
  1St Global Advisors, Inc
  Beaumont, TX
• 06/2016 → Present
  Funchess, Mills, White & Co, Pc Dba Fmw, P.C.
  Beaumont, TX
• 10/2015 → 09/2025
  Avantax Insurance Services, Inc.
  Beaumont, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Beaumont, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Beaumont, TX
• 02/2016 → Present
  The Dickerson Group
  Beaumont, TX
• 10/2016 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Beaumont, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Beaumont, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Sour Lake, TX
  Beaumont, TX
• 2015-12-16 → 2019-10-25
  1St Global Advisors Inc
  Beaumont, TX

Other Businesses

1) THE DICKERSON GROUP POSITION: PARTNER NATURE: MARKETING NAME/DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/23/2016 ADDRESS: Beaumont TX 77702,DESCRIPTION: Marketing name called "The Dickerson Group" 2) MEDI-SHARE POSITION: Agent NATURE: Medi-Share is a Christian based healthcare sharing ministry. Although it is not considered "insurance", it is recognized by the ACA as an approved option for health insurance coverage for individuals and families. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2018 ADDRESS: 4150 W Eau Gallie Blvd, Melbourne FL 32934, DESCRIPTION: I would act as an agent that educates, informs and enrolls individuals and families in the program. 3) BIZEQUITY POSITION: Advisor NATURE: Provide Business Valuations to business owners using BizEquity's proprietary platform that analyzes data from 25 data sources to provide business owners a streamlined, reliable, sophisticated and accurate business valuation. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2021 ADDRESS: 4055 Dowlen Road, Suite 111, Beaumont TX 77706, DESCRIPTION: I will personally meet with Business Owners to discuss the need/advantages of having a current business valuation. I will also gather various information (tax returns, income statements, etc.) for the business.I will then utilize the proprietary BizEquity platform to enter the required information to generate a business valuation report for the owners.I will not be participating in the sale or purchase of any businesses. 4) ADVISORS EXCEL POSITION: Insurance Agent NATURE: Advisors Excel will provide marketing and service support for Fixed Insurance Business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 10/11/2021 ADDRESS: 4055 Dowlen Road, Suite 111, Beaumont TX 77706, DESCRIPTION: I will utilize Advisors Excel for sales and service support for Fixed Indexed Insurance products. 5) Texas Tech Alumni Association; CO-PRESIDENT; EVENT PLANNING; NIR; 0; 04/01/2016; Lubbock TX ; I help organize social events for Texas Tech Alumni in the Beaumont area. I organize meetings of the local chapter. 6) CoSource Financial Group. LLC; Financial Advisor; Provides Financial Advising to individuals; IR; 6; 12/28/2016; 152 West Main Street New Iberia LA 70560; Provide Financial Advising services to individuals

Exams

• S66 Uniform Combined State Law Examination
  2015-12-16

Other Names

• Jason Todd Dickerson