Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry. Jonathan Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5699016
Edward Jones
CRD# 2892227
Raymond James Financial Services Advisors, Inc.
CRD# 1456293
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Allen Wealth Management | Boone, NC | Dec 2009 - Current | 14 |
Raymond James Financial Services | Boone, NC | Jun 2004 - Current | 19 |
Allen Financial Advisors | Boone, NC | Jan 2004 - Current | 20 |
Appalachian State University | Boone, NC | Nov 2006 - Jan 2019 | 12 |
Aces Asset Mgmt | Boone, NC | Sep 2004 - Dec 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- LA
- NC
- TX
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Total Assets Under Management478MILLIONS
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Total Number of Accounts2,454ACCOUNTS
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Average Account Value$194,970
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, NC, SC, TN, TX, VA
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