Dennis Jackson
Allred Jackson · North Logan, Utah
Dennis Jackson is a fee-only financial advisor at Allred Jackson in North Logan, Utah. Dennis focuses on retirement planning, estate & legacy planning and tax planning. Allred Jackson reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Allred Jackson |
|---|---|
| Based in | North Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $32M across 170 accounts |
| SEC registration | Investment adviser representative in UT · CRD 2021426 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | allredjacksonfp.com |
How Dennis's firm compares
- Allred Jackson's average account is about $188,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Dennis
Is Dennis Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Allred Jackson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Allred Jackson, reports charging a percentage of assets on its SEC Form ADV.
Where is Dennis Jackson based?
Dennis Jackson is based in North Logan, Utah.
What does Dennis specialize in?
Dennis's specialties include retirement planning, estate & legacy planning and tax planning.
Is Dennis Jackson registered with the SEC?
Yes. Dennis Jackson is registered as an investment adviser representative in UT (CRD 2021426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allred Jackson manage?
Allred Jackson reports $32M across 170 accounts in assets under management.
How do I contact Dennis Jackson?
Through Dennis's website, allredjacksonfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Allred Jackson website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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