Dion Thomidis

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 09/2014 → 11/2019
  Bb&T Investment Services, Inc.
  Blountville, TN
• 01/2018 → 11/2019
  Bb&T Securities, Llc
  Greeneville, TN
• 11/2019 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Johnson City, TN
• 12/2022 → 05/2023
  Ballad Health
  Kingsport, TN
• 07/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2019-11-26 → 2022-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Johnson City, TN
• 2018-01-02 → 2019-11-25
  Bb&T Securities, Llc
  Duluth, GA
  Charlotte, NC
  Blountville, TN
  Kingsport, TN
  Johnson City, TN
  Greeneville, TN
  Bristol, TN
  Abingdon, VA
• 2014-09-15 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Blountville, TN
  Kingsport, TN
  Johnson City, TN
  Greeneville, TN
  Louisville, KY
  Duluth, GA
  Bristol, TN
  Abingdon, VA
• 2013-06-03 → 2014-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Johnson City, TN

Exams

• S66 Uniform Combined State Law Examination
  2013-05-31

Other Names

• Dion Thomas Thomidis
• Dion T Thomidis
• Dion Thomidis