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Chief Operating Officer · Main Street Retirement Planning, LLC

Jennifer A. Dragon

CRD 6891199 · Named on Form ADV at one SEC-registered adviser

At a glance

Main Street Retirement Planning, LLC, an SEC-registered wealth manager based in Coppell, TX with $717 million in regulatory assets, lists Jennifer A. Dragon on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Elias R. DragonChief Compliance Officer/chief Financial Officer/owner, Main Street Retirement Planning, LLC
  • Mark J. KrehelChief Technical Officer, Main Street Retirement Planning, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.