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Jennifer Lynne Landon

Journey Retirement Planning And Investment Management, LLC

Ammon, ID

CRD 4338282

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Employer firm

Journey Retirement Planning And Investment Management, LLC CRD 315237

$187M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Journey Retirement Planning And Investment Management, Llc

3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-08-13
TX RA APPROVED 2021-08-13
  • ID RA
    APPROVED
    Since 2021-08-13
  • TX RA
    APPROVED
    Since 2021-08-13

Branch Locations

3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Journey Financial Services Idaho Falls ID 01/2007 Present
Allegis Investment Advisors, Llc Idaho Falls ID 03/2015 01/2018
Townsquare Capital, Llc Provo UT 01/2018 01/2022
Journey Retirement Planning And Investment Management, Llc Ammon ID 04/2021 Present
Previous Registrations
Other Businesses

1/2007 Journey Financial Services; President/Agent; Investment Related; Annuities Life and Health Ins; 80 hrs month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-18
S63 Uniform Securities Agent State Law Examination 2001-01-31
  • S65 Uniform Investment Adviser Law Examination
    2009-04-18
  • S63 Uniform Securities Agent State Law Examination
    2001-01-31
Other Names
  • Jennifer Speas

View on SEC IAPD

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