JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC of AMMON, ID is an SEC-registered investment adviser (CRD 315237). Regulatory assets under management: $187.3M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |