Jonathan Allen, financial advisor Merrimack NH

Jonathan Allen

CRD Number: 7086251
Current Firm: Fidelity Personal And Workplace Advisors

Jonathan Allen (CRD# 7086251) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Merrimack, NH Mar 2019 - Current 5
Comcast Corporation Chelmsford, MA Apr 2017 - Feb 2019 1
Jayme's Fund Bedford, NH Sep 2016 - May 2017 < 1
Hannaford Bros. Hudson, NH Jun 2013 - Apr 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Jonathan M. Allen
Phone Number: 617-563-7000
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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
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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