Jennifer A. Dragon

MAIN STREET RETIREMENT PLANNING

Coppell, TX 75019

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CRD#: 6891199

Professional summary

Jennifer Ann Dragon, CFP® is a registered financial advisor currently at MAIN STREET RETIREMENT PLANNING, LLC located in Coppell, Texas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jennifer has worked at 2 firms and has passed the Series 65 exam.

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.

Able to sell Insurance Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Dragon'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: 2019

Experience

Current

January 14, 2022 - Present

MAIN STREET RETIREMENT PLANNING, LLC

Office #1: 779 W Main Street, Coppell, TX 75019

RIA

CRD#: 313051

Coppell, TX

Past

December 19, 2017 - January 18, 2022

RETIREMENT PLANNERS OF AMERICA

RIA

CRD#: 157222

Coppell, TX

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".

MAIN STREET RETIREMENT PLANNING, LLC

MAIN STREET RETIREMENT PLANNERS, LLC | MAIN STREET RETIREMENT PLANNING, LLC

CRD#: 313051 / SEC#: 801-122041

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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

Texas
(1/14/2022)

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 65

Date: 10/12/2017

Uniform Investment Adviser Law Examination

Current Firm

MAIN STREET RETIREMENT PLANNING, LLC

MAIN STREET RETIREMENT PLANNERS, LLC | MAIN STREET RETIREMENT PLANNING, LLC

CRD#: 313051 / SEC#: 801-122041

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

779 W Main Street, Coppell, TX 75019

Mailing Address

Phone number

(972) 393-0376

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (2/5/2025)

Regulatory assets under management

Total Number of Accounts	2,830
AUM (Assets Under Management)	$ 694,603,429

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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Jennifer A. Dragon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Dragon's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAIN STREET RETIREMENT PLANNING, LLC

RETIREMENT PLANNERS OF AMERICA

Primary Firm SEC Registration

MAIN STREET RETIREMENT PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2017

Current Firm

MAIN STREET RETIREMENT PLANNING, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN STREET RETIREMENT PLANNING, LLC

TRUST BUT VERIFY

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