Jonathan Allard, financial advisor Carbondale IL
88 score

Jonathan Allard

CRD Number: 6335784
Current Firm: Edward Jones

Jonathan Allard (CRD# 6335784) is an Investment Advisor Representative working at Edward Jones in Carbondale, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Carbondale, IL Jun 2014 - Current 2
The Bank Of Carbondale Carbondale, IL Jun 2009 - Jun 2014 5
Cabin On The Hill Carbondale, IL May 2003 - Jun 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Jonathan S. Allard
Phone Number: 314-515-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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