Jal Dennis is the principal and founder of the Jal Dennis Group, an independent wealth planning and investment management firm located in Wylie, TX. Since 2001 he has served the financial and investment planning and wealth management needs of individuals, business owners and their families in Texas and in most other states.
Both business and personal wealth management clients rely on Jal for advice across the full spectrum of their wealth management needs, including retirement, estate planning, investments, life and long-term care insurance and tax strategies. His philosophy centers on serving his client’s needs in the same manner and with the same level of integrity and trust he brings to financial decision-making for his own family. As a result, he has forged lasting relationships with clients he considers family and friends.
As an LPL Financial Registered Principal, Jal is responsible for the management and oversight of an Office of Supervisory Jurisdiction (OSJ), including supervision of all advisors affiliated with the OSJ. He holds his FINRA securities registrations with LPL Financial and multiple state insurance licenses.
Before founding the Jal Dennis Group in 2008, he enjoyed a successful career as a financial advisor and branch manager with Edward Jones where he was recognized among the firm’s top advisors nationwide, based on quality of practice and assets under management.