Chad Dixon

CRD 4024301 · J.P. Morgan Securities LLC · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Chad E Dixon; Chad Everett Dixon

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (3): California · Florida · Texas
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4024301 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (11)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Jacksonville, FL · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Cetera Investment Advisers LLC
St. Johns, FL · IA capacity

Sep 20, 2024 → Jan 2, 2026
Cetera Investment Services LLC
St. Johns, FL · BC capacity

Sep 18, 2024 → Jan 2, 2026
Asset Allocation Strategies, LLC
Ponte Vedra, FL · IA capacity

Aug 16, 2021 → Sep 11, 2024
Glp Investment Services, LLC
Ponte Vedra, FL · BC capacity

Aug 5, 2021 → Sep 11, 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jacksonville, FL · IA capacity

Jul 26, 2013 → Aug 4, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jacksonville, FL · BC capacity

Jul 26, 2013 → Aug 4, 2021
Strategic Advisers, Inc.
Jacksonville, FL · IA capacity

Dec 21, 2012 → Jul 10, 2013
Fidelity Brokerage Services LLC
Jacksonville, FL · BC capacity

Jul 28, 2011 → Jul 9, 2013
Park Avenue Securities LLC
New York, NY · BC capacity

Dec 23, 1999 → May 5, 2003

Source & corrections

Where this page comes from

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