JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD #315237 SEC #801-122085 AMMON, ID 208-552-9169
SEC Registered Disclosures
Total AUM
$161.1M
Discretionary
$161.1M
Employees
7
Clients
1
Accounts
992
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LANDON, JENNIFER, LYNNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 21, 2025 REGISTERED
Notice Filings (7)
CA ID MT NE TX UT WA
Address
3040 E 17TH STREETSUITE 2
AMMON, ID 83406
United States
Phone: 208-552-9169