Jennifer Lynne Landon
Investment adviser representative at Journey Retirement Planning and Investment Management, LLC
19 yearsExperience
2 statesRegistered in
$187.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Journey Retirement Planning and Investment Management, LLCApr 2021 to now
- Journey Financial ServicesJan 2007 to now
- Townsquare Capital, LLCJan 2018 to Jan 2022
- Allegis Investment Advisors, LLCMar 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Journey Retirement Planning and Investment Management, LLC
$187.3MAssets managed
637Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4338282
- Firm CRD
- 315237