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Jonathan Chesley Allen

ALLEN WEALTH MANAGEMENT, LLC·BOONE, North Carolina
Clean recordALLEN WEALTH MANAGEMENT, LLC
980 HIGHWAY 105, BOONE, NC 28607CRD# 4752027Firm CRD# 133038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Chesley Allen · BOONE, NC
Registration
CRD #4752027 · ALLEN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Chesley Allen is a registered financial advisor based in BOONE, North Carolina, affiliated with ALLEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALLEN WEALTH MANAGEMENT, LLC
ALLEN WEALTH MANAGEMENT, LLC
AUM
$478M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALLEN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4752027
Firm CRD# 133038
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Chesley Allen offer?
Jonathan Chesley Allen specializes in Financial Planning, Investment Management. Contact their office in BOONE, North Carolina for a consultation.
What are Jonathan Chesley Allen's credentials?
Jonathan Chesley Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Chesley Allen located?
Jonathan Chesley Allen is based in BOONE, North Carolina, working with ALLEN WEALTH MANAGEMENT, LLC. Their office serves clients in the BOONE metropolitan area and surrounding communities.
How does Jonathan Chesley Allen charge for services?
Jonathan Chesley Allen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEN WEALTH MANAGEMENT, LLC?
ALLEN WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLEN WEALTH MANAGEMENT, LLC

Judd Fosta Allen
BOONE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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