Asset Dedication, LLC

Jeremy Fletcher is a CFA® charterholder with 15 years of industry experience. He has been with Asset Dedication, LLC since 2010. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large client base with a small advisory team through standardized sub-advisory arrangements.

Jason Romero is a financial advisor at Asset Dedication, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Asset Dedication since 2018, following prior roles at Royal Alliance and Genovese Burford & Brothers. Outside of his advisory work, he is involved in a nonprofit remote control car social club, which he founded and owns. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, supporting a large client base through standardized sub-advisory arrangements and institutional custodial platforms.

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. Jason frequently writes about modern retirement theory, the comprehensive retirement planning process that offers customized solutions for each individual retiree. Jason’s articles Modern Retirement Theory, Using a Hierarchy of Funds to Reach Client Goals, and Contingency Fund: Individual Retiree Risk Management (with M. Ray Grubbs, Ph.D.) have been published in the Journal of Financial Planning. As well, content from these works appear in the Retirement Management Analyst textbook and the Retirement Income Certified Professional® curriculum. Jason has been quoted in outlets including Forbes, MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. He served as a contributing author for the Financial Planning Association’s (FPA) general public website. He currently serves as a Peer Reviewer for the Journal of Financial Planning. He formerly served on the Journal of Financial Planning’s Advisory Board (2010-2014) and as a peer reviewer for the Retirement Management Journal. Jason has served as an expert witness for FINRA arbitration. In 2014, Jason was appointed by the Governor and confirmed by the state Senate to serve on the College Savings Mississippi Board. Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.

Brian Duvall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC since 2019. Prior to that, he worked at Sensible Money, LLC from 2012 to 2019. Outside of his advisory role, he teaches snowboard instruction during the winter months. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities through a cash-matching approach, and serves a large client base with a focus on scalable, standardized sub-advisory arrangements.

John Burns is a financial advisor at Asset Dedication, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Asset Dedication since 2009. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and manages approximately $2.6 billion in discretionary assets for about 1,999 clients.

Johnson is a CERTIFIED FINANCIAL PLANNER practitioner and a Chartered Financial Consultant® at Branning Wealth Management, LLC. He is a Magna Cum Laude graduate of Mississippi State University where he received his Bachelor’s degree in Business Administration with a concentration in finance. Through prior experience with non-profit organizations, Johnson has developed a genuine interest in cultivating meaningful relationships with others. Primarily serving millennials and those starting out in their working careers, Johnson is poised to provide hands-on, practical advice for your financial life. Johnson is an active member at First Presbyterian Church of Jackson, where he is involved with the music ministry, young adult ministry, and serves as an usher. He serves on the board of directors for the Financial Planning Association (FPA) of Mississippi. He enjoys playing guitar and mandolin, sports, and fishing of any kind. He and his wife, Anna, reside in Jackson with their daughter, Louise.

Kristi Tidwell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC. She has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Advisor Allies, and The Thigpen Group. Tidwell is also the owner of New Path Planning, a firm offering divorce financial planning services. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients as of December 2024.

Kelly Jennings is a CFP® with 10 years of industry experience, currently serving as an advisor at Asset Dedication, LLC since 2024. Prior to this, he spent 10 years at Branning Wealth Management. Outside of his advisory role, he is the owner and managing member of Pro Bookkeeping Solutions, LLC, a bookkeeping service for small business owners. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients.

Daniel Yeoman is a financial advisor at Asset Dedication, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Asset Dedication since 2012. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large number of clients per advisor primarily through standardized sub-advisory arrangements and institutional custodial integrations.

Stephen Huxley is a financial advisor at Asset Dedication, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Asset Dedication since 2009. Additionally, he has been affiliated with the University of San Francisco since 1973. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, serving roughly 2,000 clients with a small advisory team.