Dennis S. Jackson

ALLRED JACKSON FINANCIAL PLANNING

North Logan, UT 84341

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CRD#: 2493603

Professional summary

Dennis Scott Jackson, CFP®, who also goes by Scott 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 1994. Dennis has worked at 5 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Jackson

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. MANAGING SHAREHOLDER OF THE ACCOUNTING FIRM ALLRED JACKSON, P.C.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Scott 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®

CFP^®

Certified Financial Planner

Start date: 1999

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

February 20, 2007 - December 24, 2014

BEACON FINANCIAL PLANNING, LLC

RIA

CRD#: 121462

NORTH LOGAN, UT

Past

August 2, 2000 - January 8, 2004

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

LOGAN, UT

Past

April 10, 2000 - December 31, 2003

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

April 11, 1996 - December 31, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

July 31, 1995 - April 22, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

August 27, 1994 - July 14, 1995

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

Series 63

Date: 6/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/11/1994

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 S. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALLRED JACKSON FINANCIAL PLANNING, LLC

BEACON FINANCIAL PLANNING, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

PRUCO SECURITIES, LLC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/3/1994

Series 6

Date: 8/11/1994

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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