DJ
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
130 clients
Average Client Portfolio
$246K average
Assets Under Management
$32.0M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Allred Jackson Financial Planning, LLC brochure for fee details.
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Advisor Information
Office location
50 East 2500 North, Suite 200, North Logan, UT, 84341
Get directionsRegulatory History
Clean regulatory record
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 Activities
Dennis is an investment adviser representative with Allred Jackson Financial Planning, LLC. He is also a managing shareholder of the accounting firm Allred Jackson, P.C.
Employment History
Current Registrations
Allred Jackson Financial Planning, LLC
August 2014 - Present · 11 yrs 5 mos
Previous Registrations
Beacon Financial Planning, LLC
February 2007 - December 2014 · 7 yrs 10 mos
H.D. Vest Advisory Services, INC
August 2000 - January 2004 · 3 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.