Dennis W. Jackson

ALLRED JACKSON FINANCIAL PLANNING

North Logan, UT 84341

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CRD#: 2021426

Professional summary

Dennis Wells Jackson is a registered financial advisor currently at ALLRED JACKSON FINANCIAL PLANNING, LLC located in North Logan, Utah.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Dennis has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INVESTMENT ADVISER REPRESENTATIVE WITH ALLRED JACKSON FINANCIAL PLANNING, LLC 2. MANAGER OF THE ACCOUNTING FIRM ALLRED JACKSON, P.C. 3. INSURANCE AGENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Wells Jackson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 11, 2014 - Present

ALLRED JACKSON FINANCIAL PLANNING, LLC

Office #1: 50 East 2500 North Suite 200, North Logan, UT 84341

RIA

CRD#: 160139

North Logan, UT

Past

January 12, 2006 - December 24, 2014

BEACON FINANCIAL PLANNING, LLC

RIA

CRD#: 121462

LOGAN, UT

Past

January 3, 2006 - December 31, 2006

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LOGAN, UT

Past

June 25, 2001 - December 31, 2005

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

LOGAN, UT

Past

February 5, 2001 - December 31, 2005

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

January 4, 2000 - February 6, 2001

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

February 1, 1999 - January 14, 2000

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

June 30, 1993 - February 9, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/11/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/29/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/10/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/29/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLRED JACKSON FINANCIAL PLANNING, LLC

ALLRED JACKSON FINANCIAL PLANNING, LLC | JACKSON, SCOTT

CRD#: 160139 / SEC#:

Utah

Registered Investment Advisory firm - (8/8/2014 Approved)

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Contact information

Main Address

50 East 2500 North Suite 200, North Logan, UT 84341

Mailing Address

Phone number

(435) 752-6441

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 32,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Dennis W. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Wells Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLRED JACKSON FINANCIAL PLANNING, LLC

BEACON FINANCIAL PLANNING, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

CETERA WEALTH SERVICES, LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1995

Series 63

Date: 2/10/1993

Series 6

Date: 6/29/1993

Current Firm

ALLRED JACKSON FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALLRED JACKSON FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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