Investment and Asset Planning, LLC: Specializing in Estate Planning and Asset Management

Investment and Asset Planning, LLC, is an SEC Registered Investment Advisor located in Wichita Falls, Texas, taking limited clients.

Investment and Asset Planning, LLC, is registered with the Securities and Exchange Commission as a Registered Investment Advisor. It is a financial planning and investment management firm. The members of the firm (owners) include Jordan C. Gary, CFP® and William J. Niles, CPA, with Russell Simms Johnson, Attorney serving as counsel to the firm. The investment advisors of the firm are Jordan Gary and Oscar Jackson. William Niles, CPA and Russell Johnson, Attorney, help to provide the financial planning that the firm provides to wealthy business owners, physicians, and other professionals and wealthy families. Each of the members and the attorney counsel also maintain their own separate private practices and businesses. The firm was created in 2002 by changing the name of Jordan Gary and Associates, Financial Advisors, a registered investment advisor to Investment and Asset Planning, LLC and then taking in Bill Niles CPA as an officer. This firm and its' predecessor firms have been providing financial planning and investment management since 1988 and has been a registered investment advisor since 1996. They manage more than $40 million in assets for clients.

Investment and Asset Planning, LLC is current with registration and/or notice filing requirements imposed upon SEC registered investment advisors by those states in which Investment and Asset Planning, LLC maintains clients. They may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Currently those states include: Texas, Oklahoma, Louisiana, California, Arkansas, and Wisconsin. We can be licensed in other states at client's request. Jordan Gary also holds a Licensed Insurance Counselor designation from the state of Texas.

This web site is solely for information purposes and should not be construed as an offer or recommendation to buy or sell any security, over the Internet. All material presented is derived from sources believed to be reliable, but accuracy cannot be guaranteed. It should not be assumed that recommendations made in the future will be profitable or will equal past performance. We are not providing legal or accounting advice on this web site.