JD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$242.1M
Fee Structure
This document is an individual disclosure brochure for John Dixon, supplementing the ValueWealth Services, LLC brochure. It does not contain any fee information.
Areas of Practice
Insurance PlanningAnnuities
Loading...
Advisor Information
Office location
Winchester, TN
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a partner in Optimal Sante Ga, LLC, involved in the PPE business, with 24.5% ownership, dedicating about a quarter of his time. He also owns 50% of a family farm involved in beekeeping, hay production, and raising chickens, dedicating a few hours per week during trading hours.
Employment History
Current Registrations
Valuewealth Services, LLC
November 2025 - Present · 2 mos
Previous Registrations
Dempsey Lord Smith, LLC
July 2022 - November 2025 · 3 yrs 4 mos
Cosey Financial Services, INC.
June 2014 - March 2021 · 6 yrs 9 mos
State Registrations3 states
MSNCTN
Advisor
Exams
No exam information available for this advisor.