RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••••• L•••• L•••••
- Title
- President of Journey Financial Servicesreportedjourneyretirement.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/jennifer-landon-b037349breportedjourneyretirement.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L•• independent RIA currentsince Aug 13, 2021 · Ammon, Id
- T••••••••• C••••••• L•• asset managerJan 17, 2018 to Dec 17, 2021 · Ammon, Id
- A•••••• I••••••••• A•••••••• L•• formerNov 12, 2015 to Mar 29, 2018 · Ammon, Id
- B••••••••• C•••••• M••••••••• L•• independent RIAFeb 8, 2012 to Jan 23, 2013 · Idaho Falls, Id
- H••••• I••••••••• M••••••••• L•• independent RIAMay 20, 2009 to Nov 9, 2015 · Idaho Falls, Id
- T••••••••• C••••••• L•• to J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••left Dec 17, 2021, registered Aug 13, 2021 (-126 days) · RIA to a newly registered adviser · moved with a team
- A•••••• I••••••••• A•••••••• L•• to T••••••••• C••••••• L••left Mar 29, 2018, registered Jan 17, 2018 (-71 days) · Other · moved with a team
- H••••• I••••••••• M••••••••• L•• to B••••••••• C•••••• M••••••••• L••left Nov 9, 2015, registered Feb 8, 2012 (-1370 days) · Other
- B••••••••• C•••••• M••••••••• L•• to A•••••• I••••••••• A•••••••• L••left Jan 23, 2013, registered Nov 12, 2015 (1023 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address