Jeffrey Dillon has been President of Dillon & Associates since December 2010, is a control person of the firm and directly owns 75% or more of it.
Dillon & Associates Inc is a Jackson, MI firm with $916M under management, 394 clients and 4 advisers in one office, as of its June 2026 filing.
- Dillon & Associates IncCurrent– present · 23 yearsJackson, MI · Adviser representative · Firm CRD 104662
Investment adviser representative registrations
Jeffrey Dillon is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2003; the most recent is Michigan, in December 2009.
- MichiganSince 15 December 2009
- TexasResidentSince 23 June 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Phillip Dillon
- CRD
- 4519496
- Firm
- Dillon & Associates · CRD 104662
- Role
- President
- Office
- 2585 SPRING ARBOR RD, SUITE 600, Jackson, MI 49203
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Dillon work?
Jeffrey Dillon has been President of Dillon & Associates Inc since December 2010, and is a control person of the firm.
Is Jeffrey Dillon a financial advisor?
Yes. Jeffrey Dillon has a current investment-adviser registration in Michigan and Texas, through Dillon & Associates since June 2003.
How many years of experience does Jeffrey Dillon have?
Jeffrey Dillon has 23 years in the financial industry, since June 2003, across 1 adviser firm.
What exams has Jeffrey Dillon passed?
Jeffrey Dillon passed the Series 65 in January 2010.
Where is Jeffrey Dillon based?
Jeffrey Dillon’s registered office is in Jackson, MI.
Is Jeffrey Dillon registered with FINRA?
No. Jeffrey Dillon has no current broker registration.
How can I verify Jeffrey Dillon’s record?
Search CRD 4519496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Dillon’s full registration record.