Jonathan AllenCRD Number: 3050377
Current Firm: Voya Financial Advisors, Inc.
Jonathan Allen (CRD# 3050377) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Spokane, WA and has over 18 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Voya Financial Advisors||Spokane, WA||Sep 2014 - Current||2|
|Balderson And Hebert, LLC||Spokane, WA||Feb 2013 - Current||3|
|Self-employed||Spokane, WA||Mar 2010 - Current||6|
|Ing Financial Partners Inc.||Spokane, WA||Feb 2013 - Sep 2014||1|
|Questar Asset Management||Minneapolis, MN||Jan 2011 - Sep 2012||1|
|Questar Capital Corporation||Minneapolis, MN||Jan 2011 - Sep 2012||1|
|Pacific Insurance Agency||Spokane, WA||Apr 1999 - Mar 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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