Allen Newton Jones
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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
18 years in the industry.
- Steward Partners Investment Advisory, LLCDec 2025 to now
- Steward Partners Global Advisory, LLCDec 2025 to now
- Steward Partners Investment Solutions, LLCDec 2025 to now
- Raymond James & Associates, Inc.Nov 2017 to Dec 2025
- UBS Financial Services IncNov 2008 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 2650383
- Firm CRD
- 283004