Jason Branning is a CFP-designated registered investment advisor at Asset Dedication, LLC, based in Jackson, MS, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Financial Planning & Coaching, and 1 more. Their firm serves 2,002 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Dedication charges an investment management fee based on a percentage of the total assets managed.
- For clients of third-party advisors, the maximum investment management fee is 0.35%.
- For clients of in-house advisors, the maximum fee is 1.85% of assets under management.
Fees are negotiable on a case-by-case basis. Affiliated advisors may charge additional flat fees for financial planning and other services in addition to or in lieu of the investment management fee.
Contact
Jason Branning
Location
4266 I-55 North, Suite 108, Jackson, MS, 39211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason is a member and owner of Branning Wealth Management, LLC, a holding company for marketing and administrative processing, dedicating minimal time to it. He is also a member of REAP, LLC, providing financial education on retirement strategies, also dedicating minimal time to this business.
Employment History
Current Registrations
Asset Dedication, LLC
Previous Registrations
Asset Dedication, LLC
Cs Planning CORP
Cs Planning CORP
Stanford Group Company
Efp Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.