Jal Dennis Group

Jal Dennis Group is a wealth management firm in Wylie, TX, located at 601 Commerce St. It provides investment services, financial planning, retirement planning, estate planning, and trust services to clients throughout North Texas. The firm holds a 4.60 rating based on customer reviews.

The firm is an independent wealth planning and investment management practice founded by Jal Dennis, who served the financial and investment planning needs of clients from 2001 to 2020. The team includes Trace Dennis, a CMT and U.S. Marine Corps veteran who joined in 2014. He holds a Bachelor of Business Administration in Accounting from the University of New Mexico and the General Securities license. Julia Thorman is a Certified Financial Planner with 35 years of experience in the financial services industry, having started her career in banking in 1984. She holds a Bachelor’s of Business from the University of Texas in Austin. Demond Dawkins is an AAMS and CKA LPL Financial Advisor and Insurance Specialist who worked in the banking industry for 25 years before transitioning to financial services in 2017. He holds a Bachelor’s of Science in Business Administration from the University of Texas at Dallas. Rhonda McDowell serves as Office Manager, focusing on client care and administrative support since joining in 2011. Regina Smith is an Administrative Associate.

The group offers a Guided Wealth Portfolio, an automated investment platform combining 24/7 technology with access to a financial adviser. For trust services, the firm works with The Private Trust Company, N.A., an affiliate of LPL Financial. This partnership allows the firm to provide investment management while the affiliate handles professional trust administrative services, including record keeping, accounting, and tax preparation. Specific trust services include revocable living trusts, irrevocable trusts, charitable lead trusts, charitable remainder trusts, special needs trusts, family office group relationships, private foundations, guardianship, and custodial or agency relationships. The firm also provides risk evaluation tools to help clients understand their investment expectations and willingness to accept volatility.

The firm is known for its focus on client relationships and its professional advisory team serving the North Texas area. It can be contacted at 972-429-0603 or via email at [email protected]. Office hours are Monday through Friday, 8:00 AM to 5:00 PM.

Jal Dennis Group combines experienced, caring advisors with specialized trust services to deliver comprehensive wealth management solutions for families in Wylie and across North Texas.

BizScoreAI gives Jal Dennis Group a Discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also holds a Technical score of 74 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.