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Jacob Teancum Allred

Investment adviser representative at Ignite Planners LLC
13 yearsExperience
3 statesRegistered in
$1.1BFirm assets
8 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Ignite Planners LLCApr 2024 to now
  2. Ignite Planners LLC dba Atlas Investment ManagementSep 2022 to now
  3. Foresight Wealth ManagementJul 2017 to Sep 2022
  4. Lds MissionJul 2013 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 3 states (CA, TX, UT).

Ignite Planners LLC

$1.1BAssets managed
4,610Clients
25Advisers
8 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
7123577
Firm CRD
289797
Advisor's SEC record (opens in a new tab)
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