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Jennifer Lynne Landon

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC·AMMON, Idaho
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
3040 E 17TH STREET, AMMON, ID 83406CRD# 4338282Firm CRD# 315237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Lynne Landon · AMMON, ID
Registration
CRD #4338282 · JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jennifer Lynne Landon is a registered financial advisor based in AMMON, Idaho, affiliated with JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
AUM
$127M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4338282
Firm CRD# 315237
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Lynne Landon offer?
Jennifer Lynne Landon specializes in Financial Planning, Investment Management. Contact their office in AMMON, Idaho for a consultation.
What are Jennifer Lynne Landon's credentials?
Jennifer Lynne Landon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Lynne Landon located?
Jennifer Lynne Landon is based in AMMON, Idaho, working with JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC. Their office serves clients in the AMMON metropolitan area and surrounding communities.
How does Jennifer Lynne Landon charge for services?
Jennifer Lynne Landon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC?
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)POCATELLO (8)COEUR D'ALENE (6)POST FALLS (5)REXBURG (2)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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