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Jacob Dixon, portrait

Jacob Dixon

Investment adviser representative at Live Oak Management Group in Bluffton, SC

Investment adviser registrationUpdated

Jacob Dixon is an investment adviser representative at Live Oak Management Group, LLC, an investment adviser managing $126M, and works from its Bluffton, SC office. Jacob Dixon has been registered through Live Oak Management Group since 8 January 2026, has 1 year in the industry across 2 firms and has passed the SIE, Series 65 and Series 6TO.

1
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jacob Dixon has been an investment adviser representative at Live Oak Management Group since January 2026, and is not listed among the firm’s executive officers or direct owners. Jacob Dixon holds a Degree in Management with a concentration in Organizational Leadership from Coastal Carolina University.

Live Oak Management Group, LLC is a Bluffton, SC firm with $126M under management, 181 clients and 4 advisers in one office, as of its September 2026 filing.

Jacob Dixon is Equity Analyst of Tidal Creek Capital Advisors, based in Bluffton, South Carolina. He began his financial career in Florida, where he worked with clients on retirement planning and investment solutions. He joined the firm in January 2026 and focuses on financial planning for individuals and families.

Jacob Dixon’s longest registration is the current one, under a year at Live Oak Management Group since 2026. Before joining Live Oak Management Group in 2026, Jacob Dixon was registered through Florida Financial Advisors, LLC.

  1. – present · under a year
    Bluffton, SC · Adviser representative · Firm CRD 287840
  2. Florida Financial Advisors, LLC
    – · under a year
    Miami Lakes, FL · Adviser representative · Firm CRD 288811

Credentials and registrations

Investment adviser representative registrations

Jacob Dixon is registered as an investment adviser representative in South Carolina, since January 2026.

  • South CarolinaSince 8 January 2026

Examinations

Series 6TO30 August 2025
Name
Investment Company Products/Variable Contracts Representative Examination
Series 6525 July 2025
Name
Uniform Investment Adviser Law Examination
SIE18 April 2025
Name
Securities Industry Essentials Examination

Key facts

Full name
Jacob Tyler Dixon
CRD
8142915
Firm
Live Oak Management Group · CRD 287840
Office
18 PALMETTO WAY, SUITE B, Bluffton, SC 29910
Registration
Investment adviser registration
In the industry since
October 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jacob Dixon work?

Jacob Dixon is an investment adviser representative registered through Live Oak Management Group, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jacob Dixon a financial advisor?

Yes. Jacob Dixon has a current investment-adviser registration in South Carolina, through Live Oak Management Group since January 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jacob Dixon have?

Jacob Dixon has 1 year in the financial industry, since October 2025, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jacob Dixon passed?

Jacob Dixon has passed 3 licensing exams: the SIE, Series 65 and Series 6TO. The earliest, the SIE, was passed in April 2025.

Source: IAPD individual record, checked 22 October 2026

Where did Jacob Dixon work before Live Oak Management Group?

Before Live Oak Management Group, Jacob Dixon was registered through Florida Financial Advisors, LLC, August 2025 to October 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Jacob Dixon based?

Jacob Dixon’s registered office is in Bluffton, SC.

Source: IAPD individual record, checked 22 October 2026

Is Jacob Dixon registered with FINRA?

No. Jacob Dixon has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jacob Dixon’s record?

Search CRD 8142915 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Dixon’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Live Oak Management Group

Sources

  1. IAPD individual record, CRD 8142915, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Live Oak Management Group, LLC, filed 9 September 2026. Executive officers and direct owners; this person is not among them.
  3. Live Oak Management Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.