Jason AllenCRD Number: 3013080
Current Firm: Wells Fargo Advisors, LLC
Jason Allen (CRD# 3013080) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Winston Salem, NC and has over 18 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors LLC||High Point, NC||May 2009 - Current||7|
|Wachovia Bank, N.a.||Winston-salem, NC||Jun 2002 - Current||14|
|Wachovia Securities,llc||Winston-salem, NC||Mar 2004 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV