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Jennifer Lynne Landon

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC·AMMON, Idaho
Series 6, Series 63, Series 65Clean record17 years registeredJOURNEY 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
Aug 2021 – present
TOWNSQUARE CAPITAL, LLC
Jan 2018 – Dec 2021
AMMON, ID
ALLEGIS INVESTMENT ADVISORS, LLC
Nov 2015 – Mar 2018
ammon, ID
BROOKSTONE CAPITAL MANAGEMENT LLC
Feb 2012 – Jan 2013
IDAHO FALLS, ID
HORTER INVESTMENT MANAGEMENT, LLC
May 2009 – Nov 2015
AMMON, ID
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · May 20, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD 315237 · SEC 801-122085
AUM
$127M
Regulatory assets under management
Employees
7
1,716 client accounts
Services offered by JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC →
Introduction

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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
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