Jonathan Allen, financial advisor Covington KY

Jonathan Allen

CRD Number: 4159909
Current Firm: Fidelity Personal And Workplace Advisors

Jonathan Allen (CRD# 4159909) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Oct 2019 - Current 2
U.s. Bancorp Investments, Inc. West Chester, OH Jul 2017 - Oct 2019 2
Us Bank West Chester, OH Jun 2009 - Oct 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Jonathan Allen
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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