Anne Jawetz Sechler
Investment adviser representative at Bruce G. Allen Investments, LLC
16 yearsExperience
1 stateRegistered in
$258.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Bruce G. Allen Investments, LLCSep 2017 to now
- M.S. Howells & Co.Sep 2017 to now
- Nations Financial Group, Inc.Apr 2010 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bruce G. Allen Investments, LLC
$258.1MAssets managed
132Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2286361
- Firm CRD
- 287859