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Journey Retirement Planning and Investment Management, LLC

● SEC registered since 2021CRD 315237SEC# 801-122085Ammon, ID
Export (members)
Reg. AUM
$187.3M
Employees
8
Accounts
1,048
Location
Ammon, ID

Journey Retirement Planning and Investment Management, LLC assets under management

Journey Retirement Planning and Investment Management, LLC is an investment advisory firm registered with the SEC based in Ammon, ID. The firm has been registered since 2021. It reports $187.3 million in regulatory assets under management and employs 8 people.
www.facebook.com/pages/category/financial-planner/journey-financial-services-inc-863483197013928View on SEC.gov ↗

Journey Retirement Planning and Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Lynne Landon ControlPresident And Chief Executive OfficerOver 75%2021
Rachel Brook Ludlow ControlChief Compliance OfficerUnder 5%2026

Frequently asked questions

How much does Journey Retirement Planning and Investment Management, LLC manage?

Journey Retirement Planning and Investment Management, LLC reports $187.3 million in regulatory assets under management on its Form ADV.

How many employees does Journey Retirement Planning and Investment Management, LLC have?

Journey Retirement Planning and Investment Management, LLC reports 8 employees.

Where is Journey Retirement Planning and Investment Management, LLC located?

Journey Retirement Planning and Investment Management, LLC is based in Ammon, ID and has been SEC-registered since 2021.

Does Journey Retirement Planning and Investment Management, LLC disclose fund performance?

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.

Contact & registration

Address3040 E 17th Street, Suite 2, Ammon, ID 83406
Phone208-552-9169
Fax208-552-9173
Office hours8:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Regulatory AUM

$187.3M▲ 16%
Mar '25 — $161.1MApr '25 — $161.1MMay '25 — $161.1MJun '25 — $161.1MJul '25 — $161.1MAug '25 — $161.1MSep '25 — $161.1MOct '25 — $161.1MNov '25 — $161.1MDec '25 — $161.1MJan '26 — $161.1MFeb '26 — $187.3MMar '26 — $187.3MApr '26 — $187.3MMay '26 — $187.3MJun '26 — $187.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$187.3Mregulatory AUM
Discretionary $187.3M