Asset Dedication, LLC

Asset Dedication, LLC (CRD# 151988) is a financial advisory firm headquartered in San Francisco, CA. They manage $455,737,000 in 1,470 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    1,470
    ACCOUNTS
  • Average Account Value
    $310,025
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, IL, LA, MA, ME, MI, MS, NC, NE, NH, NJ, NY, OR, PA, TX, VA

Financial Advisors at Asset Dedication, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kelly J. Jennings
CRD#: 6441793
800 Woodlands PKWY, Ridgland, MS 39157
98
Wealthminder
score

Kelly Jennings (CRD# 6441793) is an Investment Advisor Representative working at Asset Dedication, LLC in Ridgeland, MS and has 2 years of experience in the finance industry.

2
Jason K. Branning
CRD#: 2955904
800 Woodlands Parkway, Suite 107, Ridgeland, MS 39157
96
Wealthminder
score

Jason Branning (CRD# 2955904) is an Investment Advisor Representative working at Asset Dedication, LLC in Ridgeland, MS and has over 19 years of experience in the finance industry. Jason Branning 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.

3
Jeremy D. Fletcher
CRD#: 2202134
220 Montgomery Street, Suite 450, San Francisco, CA 94104
96
Wealthminder
score

Jeremy Fletcher (CRD# 2202134) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

4
John B. Burns
CRD#: 4297305
220 Montgomery Street, Suite 450, San Francisco, CA 94104
93
Wealthminder
score

John Burns (CRD# 4297305) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

5
Stephen J. Huxley
CRD#: 4596883
220 Montgomery Street, Suite 450, San Francisco, CA 94104
93
Wealthminder
score

Stephen Huxley (CRD# 4596883) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

6
John Y. Kim
CRD#: 6575675
220 Montgomery Street, Suite 450, San Francisco, CA 94104
87
Wealthminder
score

John Kim (CRD# 6575675) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.