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Jordan Carter Allred

Ignite Planners LLC

South Jordan, UT

San Clemente, CA

CRD 7824658

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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:

Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-10-21
CA RA APPROVED 2024-10-18
  • UT RA
    APPROVED
    Since 2024-10-21
  • CA RA
    APPROVED
    Since 2024-10-18

Branch Locations

10757 S Riverfront Pkwy Suite 125, South Jordan, UT 84009 • United States

109 E. Escalones, San Clemente, CA 92672 • 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
Education Salt Lake City UT 09/2014 06/2021
Church Of Jesus Christ Of Latter-Day Saints Durban 08/2021 08/2023
Ignite Planners Llc Dba Atlas Investment Management South Jordan UT 08/2023 Present
  • 09/2014 → 06/2021
    Education
    Salt Lake City, UT
  • 08/2021 → 08/2023
    Church Of Jesus Christ Of Latter-Day Saints
    Durban
  • 08/2023 → Present
    Ignite Planners Llc Dba Atlas Investment Management
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18

View on SEC IAPD

Nearby Firms

LPG CAPITAL MANAGEMENT
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child

Nearby Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT

More in South Jordan, UT

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