Jonathan Chesley Allen
Investment adviser representative at Allen Wealth Management, LLC
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$664.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Allen Wealth Management, LLCNov 2004 to now
- Raymond James Financial ServicesJun 2004 to now
- Allen Financial AdvisorsJan 2004 to now
- Appalachian State UniversityNov 2006 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, TX).
Allen Wealth Management, LLC
$664.3MAssets managed
1,108Clients
4Advisers
21 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
- 4752027
- Firm CRD
- 133038