Jason Michael Bolen
Investment adviser representative at Allegheny Investments
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$742.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Allegheny InvestmentsJan 2017 to now
- Cunningham Powell Alexander A.C.Jan 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WV).
Allegheny Investments
$742.1MAssets managed
1,427Clients
14Advisers
26 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
- 6146635
- Firm CRD
- 7597