Journey Retirement Planning And Investment Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 315237
- SEC number
- 801-122085
- Firm type
- RIA
- Assets under management
- $187.3M as of Jun 5, 2026
- Website
- www.facebook.com/pages/category/Financial-Planner/Journey-Financial-Services-Inc-863483197013928 ↗
- Phone
- 208-552-9169
- Address
- 3040 E 17th Street, Ammon, ID, 83406
Advisors at this firm
5 in our index · page 1 of 1
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Jordan Cal AndersonCRD 6608222 · Ammon, IDIA Registered
-
Jennifer Lynne LandonCRD 4338282 · Ammon, IDIA Registered
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Rachel Brook LudlowCRD 8121583 · Ammon, IDIA Registered
-
Paul Bae MchughCRD 7519662 · Ammon, IDIA RegisteredDisclosure event(s) on record
-
Makenna RasmussenCRD 8148424 · Ammon, IDIA Registered
1–5 of 5
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.
SEC IAPD record for firm CRD 315237 ↗
FINRA BrokerCheck record for firm CRD 315237 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.