Jason K. Branning

ASSET DEDICATION

Jackson, MS 39211

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CRD#: 2955904

Professional summary

Jason Keith Branning, CFP® is a registered financial advisor currently at ASSET DEDICATION, LLC located in Jackson, Mississippi.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 5 firms and has passed the Series 66, Series 63, Series 7 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.

FOLLOWING ACTIVITIES ARE CONDUCTED FROM 400 Fontaine Place, Sutie 101 RIDGELAND, MS 39157.(1) MEMBER OF AND OWNER OF BRANNING WEALTH MANAGEMENT, LLC WHICH SERVES AS A HOLDING COMPANY ESTABLISHED IN MARCH 2009 AND IS USED FOR MARKETING EFFORTS AND FOR THE ADMINISTRATIVE PROCESSING OF EXPENSES AND ASSIGNED INCOME. THIS ENTITY DOES NOT PROVIDE "INVESTMENT RELATED" ADVICE. MR. BRANNING DEVOTES AN ESTIMATED 5 HOURS PER MONTH TO THIS BUSINESS OUTSIDE TRADING HOURS. (2)MEMBER OF REAP, LLC, AN ENTITY WHICH PROVIDES ITS CLIENTS WITH FINANCIAL EDUCATION REGARDING RETIREMENT STRATEGIES AND CONCEPTS. MR. BRANNING DEVOTES AN ESTIMATED 5 HOURS PER MONTH TO THIS BUSINESS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Keith Branning's CRS (Customer Relationship Summary).

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: 2006

Experience

Current

April 28, 2022 - Present

ASSET DEDICATION, LLC

Office #1: 4266 I-55 North Suite 108, Jackson, MS 39211

RIA

CRD#: 151988

Jackson, MS

Past

April 4, 2013 - December 31, 2021

ASSET DEDICATION, LLC

RIA

CRD#: 151988

RIDGELAND, MS

Past

January 6, 2010 - April 1, 2013

CS PLANNING CORP

RIA

CRD#: 149937

PORTLAND, OR

Past

April 2, 2009 - December 23, 2009

CS PLANNING CORP

RIA

CRD#: 149937

PORTLAND, OR

Past

June 15, 2006 - March 17, 2009

STANFORD GROUP COMPANY

RIA

CRD#: 39285

JACKSON, MS

Past

June 15, 2006 - March 17, 2009

STANFORD GROUP COMPANY

CRD#: 39285

JACKSON, MS

Past

April 14, 1999 - June 27, 2006

EFP WEALTH MANAGEMENT

RIA

CRD#: 111783

JACKSON, MS

Past

April 21, 1998 - July 7, 2006

FSC SECURITIES CORPORATION

CRD#: 7461

JACKSON, MS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC | BRANNING WEALTH MANAGEMENT, LLC

CRD#: 151988 / SEC#: 801-71892

RIA

Registered Investment Advisory firm - (11/15/2010 Approved)

California

Registered Investment Advisory firm - (11/19/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Mississippi
(4/28/2022)

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 66

Date: 1/21/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/13/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/28/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/17/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC | BRANNING WEALTH MANAGEMENT, LLC

CRD#: 151988 / SEC#: 801-71892

RIA

Registered Investment Advisory firm - (11/15/2010 Approved)

California

Registered Investment Advisory firm - (11/19/2010 Terminated)

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Contact information

Main Address

220 Montgomery Street #1098, San Francisco, CA 94104-3475

Mailing Address

Phone number

(866) 535-0897

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,002
AUM (Assets Under Management)	$ 2,612,447,129

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Jason K. Branning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Keith Branning's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET DEDICATION, LLC

CS PLANNING CORP

CS PLANNING CORP

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

EFP WEALTH MANAGEMENT

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

ASSET DEDICATION, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/21/2005

Series 63

Date: 5/13/1998

Series 7

Date: 9/28/1999

Series 6

Date: 4/17/1998

Current Firm

ASSET DEDICATION, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET DEDICATION, LLC

TRUST BUT VERIFY

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