Asset Dedication, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

151988

SEC number

801-71892

Firm type

RIA

Assets under management

$2.9B as of Mar 31, 2026

Website

x.com/jbrentburns?lang=en ↗

Phone

866-535-0897

Address

220 Montgomery Street, San Francisco, CA, 94104-3475

Advisors at this firm

11 in our index · page 1 of 1

• Jason Keith BranningCRD 2955904 · Jackson, MS
  IA Registered
• John Brent BurnsCRD 4297305 · San Francisco, CA
  IA Registered
• Samuel A BuchananCRD 7805470 · San Francisco, CA
  IA Registered
• Brian Thomas DuvallCRD 5109960 · San Francisco, CA
  IA Registered
• Jeremy Dana FletcherCRD 2202134 · San Francisco, CA
  IA Registered
• Stephen Jared HuxleyCRD 4596883 · San Francisco, CA
  IA Registered
• Kelly Jarrod JenningsCRD 6441793 · Jackson, MS
  IA Registered
• Jason Robert RomeroCRD 6170374 · San Francisco, CA
  IA RegisteredRegistration inactive
• Arrington Johnson RhettCRD 7413027 · Jackson, MS
  IA Registered
• Kristi Lewis TidwellCRD 4115425 · San Francisco, CA
  IA Registered
• Daniel Gray YeomanCRD 6013054 · San Francisco, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.