CRD: 160139
Allred Jackson Financial Planning, LLC
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- Custodian
- Axos · Charles Schwab & Company · Jackson National Life · Nationwide · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-08-2014
- Office Locations
- 1
Office Locations
About Allred Jackson Financial Planning, LLC
Allred Jackson Financial Planning, LLC is a Utah-based, fee-only wealth management and financial planning firm serving retail clients, including business owners and entrepreneurs. The team provides integrated cash flow, retirement, insurance/risk, tax, estate, charitable and education planning, with portfolio construction often using ETFs and fixed income. Recommendations are reviewed by shareholder Scott Jackson (CPA, CFP, PFS). Custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 130 clients, or 43.3 clients per representative. That equates to $246.2K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on April 11, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DENNIS SCOTT JACKSON
Certified Financial Planner, Chief Compliance Officer, Manager
- CRD
- #2493603
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DENNIS WELLS JACKSON
Director of Advisory Services
- CRD
- #2021426
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Allred Jackson Financial Planning, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.