Jessica Dillon has been an investment adviser representative at Rossby Financial since January 2026, and is not listed among the firm’s executive officers or direct owners.
Rossby Financial, LLC is a Melbourne, FL firm with $855M under management, 3,910 clients and 2 advisers across 19 offices, as of its July 2026 filing.
Jessica Dillon’s longest registration was 5 years at Cambridge Investment Research Advisors, Inc. (2020–2026). Before joining Rossby Financial in 2026, Jessica Dillon was registered through Cambridge Investment Research Advisors, Inc. and Harbour Investments, Inc.
- Rossby Financial, LLCCurrent– present · under a yearGrinnell, IA · Adviser representative · Firm CRD 324631
- Cambridge Investment Research Advisors, Inc.– · 5 yearsGrinnell, IA · Adviser representative · Firm CRD 134139
- Harbour Investments, Inc.– · 2 yearsDes Moines, IA · Adviser representative · Firm CRD 19258
Investment adviser representative registrations
Jessica Dillon is registered as an investment adviser representative in Iowa, since January 2026.
- IowaSince 2 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jessica Claire Dillon
- CRD
- 6831027
- Firm
- Rossby Financial · CRD 324631
- Office
- 923 Broad Street, Grinnell, IA 50112
- Registration
- Investment adviser registration
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jessica Dillon work?
Jessica Dillon is an investment adviser representative registered through Rossby Financial, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Dillon a financial advisor?
Yes. Jessica Dillon has a current investment-adviser registration in Iowa, through Rossby Financial since January 2026.
How many years of experience does Jessica Dillon have?
Jessica Dillon has 9 years in the financial industry, since September 2017, across 3 adviser firms.
What exams has Jessica Dillon passed?
Jessica Dillon passed the Series 65 in September 2017.
Where did Jessica Dillon work before Rossby Financial?
Before Rossby Financial, Jessica Dillon was registered through Harbour Investments, Inc., September 2017 to August 2020.
Where is Jessica Dillon based?
Jessica Dillon’s registered office is in Grinnell, IA.
Is Jessica Dillon registered with FINRA?
No. Jessica Dillon has no current broker registration.
How can I verify Jessica Dillon’s record?
Search CRD 6831027 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Dillon’s full registration record.
- Marissa HarrisCCO
- Melissa ReaktenwaltEmployee Ownership - Class A and B Shares
- Kelly RennerEmployee Ownership - Class B Shares
- Jason RennerEmployee Ownership - Class B Shares
- Jennifer SzeklinskiEmployee Ownership - Class A and B Shares
- Frances TolerEmployee Ownership - Class B Shares
- Andrew EvansCEO
- Christopher MarsicoMember