Jonathan AllenCRD 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 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Brokerage Services LLC||Merrimack, NH||Mar 2019 - Current||3|
|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|
|5 Below||Nashua, NH||Oct 2011 - Jun 2013||1|
|Alvirne High School||Hudson, NH||Mar 2009 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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