DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Brady Dixon
Feed of 09/14/2026
At current firm
1 y
since Sep 12, 2025
In the industry
24 y
since Aug 8, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rfg Advisory, LLC independent RIA currentsince Sep 12, 2025 · Vestavia Hills, Al
- Edelman Financial Engines independent RIANov 30, 2016 to Oct 13, 2025 · Oklahoma City, Ok
- Financial Engines Advisor Center, LLC formerOct 3, 2016 to Nov 30, 2016 · Oklahoma City, Ok
- The Mutual Fund Store unclassifiedJan 3, 2006 to Oct 24, 2016 · Oklahoma City, Ok
- Questar Asset Management, Inc. formerJan 10, 2005 to Nov 30, 2005 · Noble, Ok
- Questar Capital Corporation unclassifiedAug 21, 2003 to Nov 30, 2005 · Noble, Ok
Moves
a registration end followed by a registration begin elsewhere
- Edelman Financial Engines to Rfg Advisory, LLCleft Oct 13, 2025, registered Sep 12, 2025 (-31 days) · RIA to RIA
- Financial Engines Advisor Center, LLC to Edelman Financial Enginesleft Nov 30, 2016, registered Nov 30, 2016 (0 days) · corporate re-registration, not a move
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft Oct 24, 2016, registered Oct 3, 2016 (-21 days) · Other
- Questar Asset Management, Inc. to The Mutual Fund Storeleft Nov 30, 2005, registered Jan 3, 2006 (34 days) · Other
- Questar Capital Corporation to Questar Asset Management, Inc.left Nov 30, 2005, registered Jan 10, 2005 (-324 days) · Other
Signals
- Jason Brady Dixon left Edelman Financial Engines for Rfg Advisory, Llc (registered 2025-09-12)Oct 13, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address