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Jennifer Lynne Landon

Journey Retirement Planning AND Investment Management, LLC

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About Jennifer Lynne Landon

Jennifer Landon is an investment advisor representative registered with Journey Retirement Planning and Investment Management, LLC. Jennifer has been in the industry since 2001 and is registered in both Idaho and Texas. Jennifer has a Series 63 and Series 65 license. Jennifer has also worked at several other firms including Foresters Equity Services, Inc., Allegis Investment Advisors, LLC, Townsquare Capital, LLC, Horter Investment Management, LLC, and Journey Financial Services. Jennifer focuses on financial planning and portfolio management for individuals and also provides educational seminars.

Firm Information

Jennifer Landon is currently registered with Journey Retirement Planning AND Investment Management, LLC. Journey Retirement Planning AND Investment Management, LLC is an investment advisory firm located in Ammon, ID. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $127,320,527 in assets for 1,716 clients.

$127.32M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Landon’s Registration & Firm History

ID

08/13/2021 - Present

Journey Retirement Planning AND Investment Management, LLC (AMMON ID)

ID

02/02/2001 - 06/02/2009

FORESTERS EQUITY SERVICES, INC. (IDAHO FALLS ID)

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Licenses & Designations

IA

Issued 04/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Lynne Landon.
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