Asset Dedication, LLC

Asset Dedication, LLC (CRD# 151988) is a financial advisory firm headquartered in San Francisco, CA. They manage $990,831,486 in 3,161 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    991
    MILLION
  • Total Number of Accounts
    3,161
    ACCOUNTS
  • Average Account Value
    $313,455
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TX, VA

Financial Advisors at Asset Dedication, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Jason K. Branning
CRD#: 2955904
Ridgeland, MS 39157

Jason Branning (CRD# 2955904) is an Investment Advisor Representative working at Asset Dedication, LLC in Ridgeland, MS and has over 21 years of experience in the finance industry. Jason Branning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John B. Burns
CRD#: 4297305
San Francisco, CA 94104

John Burns (CRD# 4297305) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

3
Jeremy D. Fletcher
CRD#: 2202134
San Francisco, CA 94104

Jeremy Fletcher (CRD# 2202134) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

4
Stephen J. Huxley
CRD#: 4596883
San Francisco, CA 94104

Stephen Huxley (CRD# 4596883) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

5
Kelly J. Jennings
CRD#: 6441793
Ridgeland, MS 39157

Kelly Jennings (CRD# 6441793) is an Investment Advisor Representative working at Asset Dedication, LLC in Ridgeland, MS and has 2 years of experience in the finance industry.

6
John Y. Kim
CRD#: 6575675
San Francisco, CA 94104

John Kim (CRD# 6575675) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

7
Christopher W. Knight
CRD#: 5240507
Matthews, NC 28105

Christopher Knight (CRD# 5240507) is an Investment Advisor Representative working at Asset Dedication, LLC in Matthews, NC and has over 13 years of experience in the finance industry. Christopher Knight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jason R. Romero
CRD#: 6170374
San Francisco, CA 94104

Jason Romero (CRD# 6170374) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

9
Aaron J. Salter
CRD#: 6511293
Matthews, NC 28105

Aaron Salter (CRD# 6511293) is an Investment Advisor Representative working at Asset Dedication, LLC in Matthews, NC and has over 4 years of experience in the finance industry.

10
Benedek Szajbely
CRD#: 7049830
San Francisco, CA 94104

Benedek Szajbely (CRD# 7049830) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.