Jennifer Landon
Jennifer Landon is a registered investment advisor at Journey Retirement Planning and Investment Management, LLC, based in Ammon, ID, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 637 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Retirement Planning and Investment Management charges an annual fee for managing your investments, ranging from 0.10% to 2.0% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
3040 E 17th Street, Suite 2, Ammon, ID, 83406
Get directionsHistory
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 ActivitiesSells Insurance
Jennifer is the President/Agent of Journey Financial Services, offering annuities, life, and health insurance. This takes about half of Jennifer's time.
Employment History
Current Registrations
Journey Retirement Planning and Investment Management, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Brookstone Capital Management LLC
Horter Investment Management, LLC
State Registrations2 states
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.