Dennis Jackson is a CFP-designated registered investment advisor at Allred Jackson Financial Planning, LLC, based in North Logan, UT, with 22 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 130 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and may be increased or decreased based on portfolio size and complexity.
Fee Estimator
Location
50 East 2500 North, Suite 200, North Logan, UT, 84341
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Regulatory History
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.
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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
Previous Registrations
Beacon Financial Planning, LLC
H.D. Vest Advisory Services, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.