Jeffrey Phillip Dillon
Investment adviser representative at Dillon & Associates Inc
30 yearsExperience
2 statesRegistered in
$916.4MFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Dillon & Associates IncJan 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Dillon & Associates Inc
$916.4MAssets managed
394Clients
4Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4519496
- Firm CRD
- 104662