# JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC of AMMON, ID is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 315237
- Type: SEC-registered investment adviser
- SEC file number: 801-122085
- Location: 3040 E 17TH STREET, SUITE 2, AMMON, ID, 83406
- Phone: 208-552-9169
- Latest filing: 2026-06-05
- Regulatory AUM: $187.3M
- Discretionary AUM: $187.3M
- Clients: 8
- Accounts: 1,048

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Lynne Landon | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF EXECUTIVE  OFFICER | — |
| LANDON JENNIFER LYNNE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Rachel Brook Ludlow | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315237/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315237/similar
- Related entities: https://search.stillhousedata.com/firm/315237/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315237

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.