Jonathan Logan Allred
Investment adviser representative at Allred Harris Wealth Management.
16 yearsExperience
1 stateRegistered in
$493.4MFirm assets
8 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
Experience
16 years in the industry.
- Allred Harris Wealth Management.Oct 2018 to now
- Allred Capital Management, LLCOct 2018 to now
- Raymond James & AssociatesMar 2010 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Allred Harris Wealth Management.
Legal name: Allred Capital Management, LLC
$493.4MAssets managed
353Clients
4Advisers
8 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
- 4693933
- Firm CRD
- 297533