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Journey Retirement Planning AND Investment Management, LLC

Journey Retirement Planning AND Investment Management, LLC. CRD 315237

Journey Retirement Planning AND Investment Management, LLC logo

CRD: 315237

Journey Retirement Planning AND Investment Management, LLC

Ammon, ID, 83406
2085529169
journeyretirement.com
$187.3M Total AUM
$187.3M Disc. AUM
16.1% 3Y CAGR
8 Employees
640 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
Radial harbor
Established Date
08-13-2021
Office Locations
1

Office Locations

3040 E 17th Street Suite 2 Ammon ID

About Journey Retirement Planning AND Investment Management, LLC

Journey Retirement Planning and Investment Management (Ammon/Idaho Falls, ID) provides personalized financial and retirement planning alongside investment management for retail clients, including business owners. Portfolios are ETF-heavy, complemented by public funds and investment-grade bonds. The firm has earned the Best of Idaho Falls Award for Financial Services four years running and was inducted into the 2024 Idaho Falls Business Hall of Fame; President Jennifer Landon is frequently quoted in national financial media.

Team overview

-- AVG AGE
$37.5M AVG AUM / ADVISOR
$292.7K AVG AUM / CLIENT
3.1 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Matrix Legacy unison

Client Personas

Wave alpha Fusion

Custodian

North unison Momentum timber

Investment Themes

Atlas Vertex vertex Beacon focus Vector beacon Radial

Investment Vehicles

Ridge Frontier

Platform

Frontier fusion

Services

Pioneer Matrix Crest element Pathway pathway Delta pioneer Oak timber Harbor horizon Signal Signal Glacier beacon

Technology

Delta ember

Owner & Executives

J

JENNIFER LYNNE LANDON

Advisor, Chief Executive Officer, President

CRD
#4338282
Ownership
75% or more
(857) 200-1568
vector.pioneer@radialcapital.com
in linkedin.com/in/frontier-signal
R

Rachel Brook Ludlow

Chief Compliance Officer

CRD
#8121583
Ownership
Less than 5%
(743) 712-1009
eagle.quantum@vectorcapital.com
in linkedin.com/in/bridge-catalyst

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Contacts

J

JORDAN CAL ANDERSON

Advisor

CRD
#6608222
(907) 535-4427
focus.legacy@atlascapital.com
in linkedin.com/in/zenith-timber
P

Paul Bae McHugh

Associate Advisor

CRD
#7519662
(852) 338-9040
vertex.radial@deltacapital.com
in linkedin.com/in/meridian-momentum
M

Meridian wave

Legacy vital wave

CRD
#81284
(365) 315-2684
vertex.focus@pathwaycapital.com
in linkedin.com/in/catalyst-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-11-2022
11-02-2023
04-18-2024
10-21-2025
02-12-2026
Category Assets AVG. Account size
Discretionary $187,318,571 $178,739
Non-Discretionary $0 --
Total $187,318,571 $178,739

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Separately Managed Accounts

Total SMA Asset: $187,318,571

$187.3M Total SMA
Equity - Exchange:
12.6%
Public Funds:
15.6%
Corporate - Investment Grade:
17.5%
Cash:
16.4%
Municipal Bonds:
22.7%
U.S. Government/Agency:
15.2%
Asset class Assets Assets %
Equity - Exchange $102,590,281 12.6%
Public Funds $127,016,538 15.6%
Corporate - Investment Grade $142,486,501 17.5%
Cash $133,530,207 16.4%
Municipal Bonds $184,825,347 22.7%
U.S. Government/Agency $123,759,705 15.2%
Total $814,208,579 100.0%

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