Jacob Teancum Allred

Employer firm

Ignite Planners LLC CRD 289797

$1.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 07/2017
  Lds Mission
  Samara
• 07/2017 → 09/2022
  Foresight Wealth Management
  Salt Lake City, UT
• 09/2022 → Present
  Ignite Planners Llc Dba Atlas Investment Management
  San Clemente, CA

Other Businesses

1.) Atlas Investment Management; Investment-Related; San Clemente, CA; Life Insurance; Advisor and Chief Client Service Officer; Start Date: 08/28/2024; 15 hours per month; 15 hours per month during securities trading hours; & Ability to offer Life Insurance products to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-02