| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Lynne Landon Control | President And Chief Compliance Officer | Over 75% | 2021 |
Journey Retirement Planning and Investment Management, LLC reports $161.1 million in regulatory assets under management on its Form ADV.
Journey Retirement Planning and Investment Management, LLC reports 7 employees.
Journey Retirement Planning and Investment Management, LLC is based in Ammon, ID and has been SEC-registered since 2021.
Journey Retirement Planning and Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3040 E 17th Street, Suite 2, Ammon, ID 83406 |
| Phone | 208-552-9169 |
| Fax | 208-552-9173 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $161.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $161.1M |