Jason Branning is a CFP-designated registered investment advisor at Asset Dedication, LLC, based in Jackson, MS, with 27 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, High Net Worth, and 2 more. Their firm serves 1,998 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Maximum fee is 1.85% for clients of in-house advisors and 0.35% for clients of third-party partner advisors. Fees are negotiable.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
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