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
- 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.
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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
Unlock allAssets Under Management
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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