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Jennifer Ann Dragon

MAIN STREET RETIREMENT PLANNING, LLC·COPPELL, Texas
Unclaimed Profile
779 W MAIN STREET, COPPELL, TX 75019CRD# 6891199Firm CRD# 313051
01

About

Jennifer Ann Dragon is a registered financial advisor based in COPPELL, Texas, affiliated with MAIN STREET RETIREMENT PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MAIN STREET RETIREMENT PLANNING, LLC
MAIN STREET RETIREMENT PLANNING, LLC
AUM
$613M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MAIN STREET RETIREMENT PLANNING, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6891199
Firm CRD# 313051
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Ann Dragon offer?
Jennifer Ann Dragon specializes in Investment Management, Fee-Only Advisory. Contact their office in COPPELL, Texas for a consultation.
What are Jennifer Ann Dragon's credentials?
Jennifer Ann Dragon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ann Dragon located?
Jennifer Ann Dragon is based in COPPELL, Texas, working with MAIN STREET RETIREMENT PLANNING, LLC. Their office serves clients in the COPPELL metropolitan area and surrounding communities.
How does Jennifer Ann Dragon charge for services?
Jennifer Ann Dragon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAIN STREET RETIREMENT PLANNING, LLC?
MAIN STREET RETIREMENT PLANNING, LLC has approximately 3 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COPPELL
David N Weidman — SUDBURY CAPITAL MANAGEMENT, LLCJohn Scott Johnson — AFFERENT INVESTMENTS, LLCElias Robert Dragon — MAIN STREET RETIREMENT PLANNING, LLCJohn Christian Gesek — OPTIMUS CAPITAL ADVISORS, LLCDayton Robert Judd — SUDBURY CAPITAL MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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