Jonathan Allen
Investment adviser representative at Alden Investment Group
17 yearsExperience
4 statesRegistered in
$385.7MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Alden Investment GroupMay 2024 to now
- Alden Investment Advisors, LLCMay 2024 to now
- J. Alden Associates, Inc.May 2024 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2024
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 4 states (AK, GA, PA, TX).
Alden Investment Group
Legal name: Alden Investment Advisors, LLC
$385.7MAssets managed
1,460Clients
39Advisers
4 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
- 3118339
- Firm CRD
- 317077