Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Johnson City, TX 78636
Momentum Independent Network Inc.
Multi-team
Jennifer Bacon is a financial advisor at Momentum Independent Network Inc. She holds the Series 66 designation and has recently transitioned into the industry after prior roles in banking and various local business ventures. Her background includes experience at Commercial National Bank and involvement with businesses such as William Chris Vineyards and Fat Ass Ranch & Winery. Momentum Independent Network serves a broad client base including individuals, high-net-worth clients, charitable organizations, corporations, institutions, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform approach to investment management, with notable integration of Hilltop affiliates for municipal bond strategies and cash management features.
Based on Momentum Independent Network Inc.
Based on Momentum Independent Network Inc.
Based on Momentum Independent Network Inc.
Fixed fees charged quarterly or annually for financial planning/consulting services; varies based on scope and complexity
$0 - $249,999: 2.25% (Individual Securities), 1.75% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $250,000 - $499,999: 2.00% (Individual Securities), 1.50% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $500,000 - $999,999: 1.75% (Individual Securities), 1.25% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $1,000,000+: 1.50% (Individual Securities), 1.00% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $0 - $249,999: 2.90% - 3.00% (Equity/Balanced SMA Portfolios), 1.55% - 1.65% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $250,000 - $499,999: 2.40% - 2.50% (Equity/Balanced SMA Portfolios), 1.40% - 1.50% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $500,000 - $999,999: 2.15% - 2.25% (Equity/Balanced SMA Portfolios), 1.25% - 1.35% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $1,000,000 - $4,000,000: 1.90% - 2.00% (Equity/Balanced SMA Portfolios), 1.05% - 1.15% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $5,000,000+: 1.75% - 1.85% (Equity/Balanced SMA Portfolios), 0.90% - 1.00% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Funds) - Gateway FSP Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Funds) - Gateway FSP Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Funds) - Gateway FSP Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Funds) - Gateway FSP Program $0 - $249,999: 3.00% - Compass UMA Program $250,000 - $499,999: 2.50% - Compass UMA Program $500,000 - $999,999: 2.25% - Compass UMA Program $1,000,000 - $4,000,000: 2.00% - Compass UMA Program $4,000,000+: 1.85% - Compass UMA Program $0 - $249,999: 1.75% - Endeavor Program $250,000 - $499,999.99: 1.50% - Endeavor Program $500,000 - $999,999.99: 1.25% - Endeavor Program $1,000,000+: 1.00% - Endeavor Program $0 - $249,999: 2.25% - Navigator UMA Program $250,000 - $499,999: 2.00% - Navigator UMA Program $500,000 - $999,999: 1.75% - Navigator UMA Program $1,000,000+: 1.50% - Navigator UMA Program $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Fund Portfolio) - Explorer Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Fund Portfolio) - Explorer Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Fund Portfolio) - Explorer Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Fund Portfolio) - Explorer Program
$250 to $500 per hour for financial planning/consulting services
Account minimum: $25,000
Johnson City, TX W Pecan Dr.
102 W Pecan Dr.
Johnson City TX 78636
Advisors at this office
1
Texas
< 1 year of industry experience
Momentum Independent Network Inc.
2025 - Present • 1 year
Johnson City, TX
HomeMaking
2025 - 2025 • 1 year
Kingsland, TX
Commercial National Bank
2022 - 2025 • 3 years
Marble Falls, TX
William Chris Vineyards
2022 - 2022 • 1 year
Hye, TX
Hill Country Memorial
2020 - 2022 • 2 years
Fredericksburg, TX
Fat Ass Ranch & Winery
2019 - 2019 • 1 year
Fredericksburg, TX
Fat Ass Ranch & Winery
2018 - 2020 • 2 years
Fredericksburg, TX
Wild Bunches
2017 - 2017 • 1 year
Dripping Springs, TX
First United Methodist Church
2017 - 2017 • 1 year
Johnson City, TX
Lowe's Market
2017 - 2017 • 1 year
Johnson City, TX
Full TIme Student
2015 - 2020 • 5 years
San Marcos, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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