Jal Dennis Group
Our mission is straight forward: to preserve and build our clients’ wealth through comprehensive financial planning and disciplined asset management. Based on the outskirts of Dallas TX, The Jal Dennis Group is an independent wealth-management firm that has been providing personalized financial advice and experienced investment management for nearly 20 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial planning, working closely as a team with their other trusted advisors to offer straightforward strategies. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC. The Jal Dennis Group and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
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Verified contacts
6
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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Distinct roles
5
indexed titles
Tech stack
1
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Monthly traffic
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KD
Kristi Denham
Lpl Financial Advisor · Finance & Accounting
EmailPhone - TD
Trace Dennis
Lpl Financial Adviser · Other
EmailPhone - CP
Caleb Parsley
Administrative Assistant · General Business & Management
EmailPhone - JT
Julia Thorman
Certified Financial Planner · Finance & Accounting
EmailPhone - SB
Spiwe Bushe
Office Administrator · Operations
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Jal Dennis Group
5 distinct titles indexed · top 5 shown.
- 2administrative assistant
- 1certified financial planner
- 1lpl financial adviser
- 1lpl financial advisor
- 1office administrator
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