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Jennifer Ann Dragon

MAIN STREET RETIREMENT PLANNING, LLC·COPPELL, Texas
Series 65Clean record8 years registeredMAIN STREET RETIREMENT PLANNING, LLC
779 W MAIN STREET, COPPELL, TX 75019CRD# 6891199Firm CRD# 313051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Ann Dragon · COPPELL, TX
Registration
CRD #6891199 · MAIN STREET RETIREMENT PLANNING, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

MAIN STREET RETIREMENT PLANNING, LLC
Jan 2022 – present
RETIREMENT PLANNERS OF AMERICA
Dec 2017 – Jan 2022
Coppell, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 19, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAIN STREET RETIREMENT PLANNING, LLC
CRD 313051 · SEC 801-122041
AUM
$613M
Regulatory assets under management
Employees
3
2,714 client accounts
Services offered by MAIN STREET RETIREMENT PLANNING, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MAIN STREET RETIREMENT PLANNING, LLC →
Introduction

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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 at MAIN STREET RETIREMENT PLANNING, LLC

Mark Joseph Krehel
COPPELL, TX
Elias Robert Dragon
COPPELL, TX

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