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RIA / WealthAdvisorCertified Financial Planner28 years in industry

JASON KEITH BRANNING

Advisor at ASSET DEDICATION, LLC

JACKSON, MS | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:f5e2f327-a129-d760-19e8-6f2b14b430cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 14, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSET DEDICATION, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 13, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 13, 1998
First registration: Apr 14, 1999
Dual registered: no
IAPD individual key: 2955904

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSET DEDICATION, LLC	Independent wealth	Apr 28, 2022	n/a	yes	SAN FRANCISCO, CA\|JACKSON, MS	Current employment
ASSET DEDICATION, LLC	Independent wealth	Apr 4, 2013	Dec 31, 2021	no	RIDGELAND, MS\|SAN FRANCISCO, CA	Previous registration
CS PLANNING CORP	Independent wealth	Jan 6, 2010	Apr 1, 2013	no	PORTLAND, OR	Previous registration
CS PLANNING CORP	Independent wealth	Apr 2, 2009	Dec 23, 2009	no	PORTLAND, OR	Previous registration
STANFORD GROUP COMPANY	n/a	Jun 15, 2006	Mar 17, 2009	no	JACKSON, MS	Previous registration
EFP WEALTH MANAGEMENT	n/a	Apr 14, 1999	Jun 27, 2006	no	JACKSON, MS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CS PLANNING CORP	ASSET DEDICATION, LLC	Apr 1, 2013	Apr 4, 2013	3	Firm change	Other
STANFORD GROUP COMPANY	CS PLANNING CORP	Mar 17, 2009	Apr 2, 2009	16	Firm change	Other
EFP WEALTH MANAGEMENT	STANFORD GROUP COMPANY	Jun 27, 2006	Jun 15, 2006	-12	Firm change	Other

Relationships

Registered with (4)

→ ASSET DEDICATION, LLCRegistered adviserregistration: previous registration
Apr 4, 2013 to Dec 31, 2021factForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Jan 6, 2010 to Apr 1, 2013factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Jun 15, 2006 to Mar 17, 2009factForm ADV
→ EFP WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 14, 1999 to Jun 27, 2006factForm ADV

Dated events

No dated event names this entity yet.