Jennifer Landon has been President and Chief Executive Officer of Journey Retirement Planning and Investment Management since April 2021, is a control person of the firm and directly owns 75% or more of it. Jennifer Landon holds a Bachelor's in Finance from Idaho State University.
Journey Retirement Planning and Investment Management, LLC is an Ammon, ID firm with $187M under management, 637 clients and 5 advisers in one office, as of its June 2026 filing.
Jennifer Landon is President of Journey Financial Services. She has 24 years of industry experience and founded Journey Financial Services, Inc. in 2007.
Jennifer Landon’s longest registration was 6 years at Horter Investment Management, LLC (2009–2015). Before joining Journey Retirement Planning and Investment Management in 2021, Jennifer Landon was registered through Townsquare Capital, LLC and Allegis Investment Advisors, LLC.
- – present · 5 yearsAmmon, ID · Adviser representative · Firm CRD 315237
- Townsquare Capital, LLC– · 3 yearsAmmon, ID · Adviser representative · Firm CRD 288576
- Allegis Investment Advisors, LLC– · 2 yearsammon, ID · Adviser representative · Firm CRD 157314
- Brookstone Capital Management LLC– · under a yearIdaho Falls, ID · Adviser representative · Firm CRD 141413
- Horter Investment Management, LLC– · 6 yearsAmmon, ID · Adviser representative · Firm CRD 119880
Investment adviser representative registrations
Jennifer Landon is registered as an investment adviser representative in 2 states. Each was approved in August 2021.
- IdahoSince 13 August 2021
- TexasSince 13 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jennifer Lynne Landon
- CRD
- 4338282
- Firm
- Journey Retirement Planning and Investment Management · CRD 315237
- Role
- President and Chief Executive Officer
- Office
- 3040 E 17TH STREET, SUITE 2, Ammon, ID 83406
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- journeyretirement.com
Where does Jennifer Landon work?
Jennifer Landon has been President and Chief Executive Officer of Journey Retirement Planning and Investment Management, LLC since April 2021, and is a control person of the firm.
Is Jennifer Landon a financial advisor?
Yes. Jennifer Landon has a current investment-adviser registration in Idaho and Texas, through Journey Retirement Planning and Investment Management since August 2021.
How many years of experience does Jennifer Landon have?
Jennifer Landon has 17 years in the financial industry, since May 2009, across 5 adviser firms.
What exams has Jennifer Landon passed?
Jennifer Landon has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in January 2001.
Where did Jennifer Landon work before Journey Retirement Planning and Investment Management?
Before Journey Retirement Planning and Investment Management, Jennifer Landon was registered through Allegis Investment Advisors, LLC, November 2015 to March 2018; Brookstone Capital Management LLC, February 2012 to January 2013; Horter Investment Management, LLC, May 2009 to November 2015.
Where is Jennifer Landon based?
Jennifer Landon’s registered office is in Ammon, ID.
Is Jennifer Landon registered with FINRA?
No. Jennifer Landon has no current broker registration.
How can I verify Jennifer Landon’s record?
Search CRD 4338282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Landon’s full registration record.