Jerry Allen, financial advisor Salem OR
96 score

Jerry Allen

CRD Number: 1356662
Current Firm: H. Beck, Inc.

Jerry Allen (CRD# 1356662) is an Investment Advisor Representative working at H. Beck, Inc. in Salem, OR and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Jan 2011 - Current 5
Nfp Securities Inc. Salem, OR Feb 2009 - Dec 2010 1
Pruco Securities Corporation Portland, OR Jul 1990 - Jan 2009 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Jerry G. Allen
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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