Dennis Jackson (CRD# 2493603) is an Investment Advisor Representative working at Allred Jackson Financial Planning, LLC in North Logan, UT and has over 29 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.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allred Jackson Financial Planning, LLC | North Logan, UT | Dec 2011 - Current | 12 |
| Peterson Allred Jackson, P.c. | North Logan, UT | Dec 2000 - Current | 23 |
| Beacon Financial Planning, LLC | Logan, UT | Feb 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
- UT
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Total Assets Under Management32MILLIONS
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Total Number of Accounts170ACCOUNTS
-
Average Account Value$188,235
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
UT
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