Jonathan Allen, financial advisor Boone NC

Jonathan Allen

CRD Number: 4752027
Current Firm: Allen Wealth Management, LLC

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.

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Professional Designations
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
Contact Info for Jonathan C. Allen
Phone Number: 828-268-9693
Registered State(s):
  • LA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    2,454
    ACCOUNTS
  • Average Account Value
    $194,970
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, LA, NC, SC, TN, TX, VA

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