Journey Retirement Planning And Investment Management, LLC

Journey Retirement Planning And Investment Management, LLC (CRD# 315237) is a financial advisory firm headquartered in Ammon, ID. They manage $127,320,527 in 1,716 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3040 E 17th Street, Suite 2, Ammon, ID 83406
https://www.facebook.com/pages/category/financial-planner/journey-financial-services-inc-863483197013928/
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    1,716
    ACCOUNTS
  • Average Account Value
    $74,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, MT, NE, TX, UT, WA, WY

Financial Advisors at Journey Retirement Planning And Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jordan Anderson, financial advisor Ammon ID
Jordan C. Anderson
CRD#: 6608222
3040 E 17th Street, Suite 2, Ammon, ID 83406

Jordan Anderson (CRD# 6608222) is an Investment Advisor Representative working at Journey Retirement Planning And Investment Management, LLC in Ammon, ID and has over 8 years of experience in the finance industry.

2
Jennifer Landon, financial advisor Ammon ID
Jennifer L. Landon
CRD#: 4338282
3040 E 17th Street, Suite 2, Ammon, ID 83406

Jennifer Landon (CRD# 4338282) is an Investment Advisor Representative working at Journey Retirement Planning And Investment Management, LLC in Ammon, ID and has over 23 years of experience in the finance industry.

3
Paul McHugh, financial advisor Ammon ID
Paul B. McHugh
CRD#: 7519662
3040 E 17th Street, Suite 2, Ammon, ID 83406

Paul McHugh (CRD# 7519662) is an Investment Advisor Representative working at Journey Retirement Planning And Investment Management, LLC in Ammon, ID and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals