Dennis Jackson, financial advisor North Logan UT

Dennis Jackson

CRD Number: 2493603
Current Firm: Allred Jackson Financial Planning, LLC

Dennis Jackson (CRD# 2493603) is an Investment Advisor Representative working at Allred Jackson Financial Planning, LLC in North Logan, UT and has over 28 years of experience in the finance industry. Dennis Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Allred Jackson Financial Planning, LLC North Logan, UT Dec 2011 - Current 10
Peterson Allred Jackson, P.c. North Logan, UT Dec 2000 - Current 21
Beacon Financial Planning, LLC Logan, UT Feb 2007 - Aug 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
Contact Info for Dennis S. Jackson
Phone Number: 435-752-6441
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $152,941
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

UT

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