Dennis Wells Jackson

Employer firm

Allred Jackson Financial Planning, LLC CRD 160139

$32.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/1972 → Present
  Mid-Valley Farm (Self-Employed)
  Lewiston, UT
• 12/2000 → Present
  Allred Jackson, P.C.
  Logan, UT
• 12/2011 → Present
  Allred Jackson Financial Planning, Llc
  North Logan, UT

Previous Registrations

• 2006-01-12 → 2014-12-24
  Beacon Financial Planning, Llc
  Logan, UT
• 2001-06-25 → 2005-12-31
  Avantax Advisory Services
  Logan, UT

Other Businesses

1. INVESTMENT ADVISER REPRESENTATIVE WITH ALLRED JACKSON FINANCIAL PLANNING, LLC 2. MANAGER OF THE ACCOUNTING FIRM ALLRED JACKSON, P.C. 3. INSURANCE AGENT

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-29
• S63 Uniform Securities Agent State Law Examination
  1993-02-10

Other Names

• Dennis Wells Jackson
• Dennis Wells Jackson