JL
Jessica K. Lanning
LANNING FINANCIAL
San Francisco, CA
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CRD#: 5741759
JL
Professional summary
Jessica Kierce Lanning, CFP® is a registered financial advisor currently at LANNING FINANCIAL INC. located in San Francisco, California.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jessica has worked at 1 firm .
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. LANNING FINANCIAL INC., NONT INVESTMENT RELATED, 100 PINE STREET, SUITE 1250, SAN FRANCISCO, CA 94111, MORTGAGE BROKERAGE, PRESIDENT, BUSINESS STARTED 1/1997 AND INCORPORATED 1/2006, DEVOTE 5 HOURS/MONTH, 2 HOURS/MONTH DURING TRADING HOURS, MARKETING 2. Lanning Financial Insurance Services; investment related : Yes; 100 Pine Street, Suite 1250, San Francisco, CA 94111; Jessica Lanning has her life insurance license through the California Department of Insurance and brokers life insurance and annuities with that license. She is not an agent of a particular company and does not own a life insurance company. She merely brokers the products.; President; When it is in a client's best interest, she will place life insurance or an annuity on behalf of a client; 2005-01-01; Hours devoted to business during trading hours : 5; Percentage of total yearly compensation expected to be derived from the business : 20.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Kierce Lanning'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®
Start date: 2008
Experience
Current
February 26, 2010 - Present
LANNING FINANCIAL INC.
RIA
CRD#: 150710
San Francisco, CA
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
California(2/26/2010)
IAR
Utah(5/9/2024)
Exams
Current Firm
LF
LANNING FINANCIAL INC.
LANNING FINANCIAL INC. | LANNING FINANCIAL INSURANCE SERVICES
CRD#: 150710 / SEC#:
California
Registered Investment Advisory firm - (2/26/2010 Approved)Utah
Registered Investment Advisory firm - (5/9/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 354-5699
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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