Anthony Jase Allen
Investment adviser representative at Andina Advisors
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
11 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
12 years in the industry.
- Andina AdvisorsApr 2022 to now
- Andina Capital Management, LLCApr 2022 to now
- Jack's Tire & Oil Management Company, Inc.Aug 2015 to now
- Allen-hall Mortuary, Inc.Apr 2014 to now
- Adams Wealth Management, LLCAug 2017 to May 2020
- Allen Law OfficeApr 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (UT).
Andina Advisors
Legal name: Andina Capital Management, LLC
$1.3BAssets managed
711Clients
10Advisers
11 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
- 6718486
- Firm CRD
- 151762