Joshua David Dixon

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2020 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Peoria, IL
• 01/2018 → 01/2020
  Illinois State University
  Normal, IL
• 06/2017 → 01/2018
  Unemployed
  Germantown Hills, IL
• 06/2016 → 06/2017
  Merrill Lynch Pierce Fenner & Smith
  Peoria, IL
• 08/2015 → 05/2017
  Illinois Central College
  East Peoria, IL
• 03/2020 → 08/2021
  Bank Of America, N.A.
  Peoria, IL
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 07/2022 → 10/2022
  Arrowhead Bmw
  Glendale, AZ
• 10/2022 → 07/2023
  Unemployed
  Phoenix, AZ
• 08/2021 → 07/2022
  Unemployed
  Germantown Hills, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-08
• S63 Uniform Securities Agent State Law Examination
  2023-09-05

Other Names

• Joshua D Dixon