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Jonathan Chesley Allen

ALLEN WEALTH MANAGEMENT, LLC·BOONE, North Carolina
SIE, Series 7, Series 9, Series 10, Series 31, Series 66CFPClean record21 years registeredALLEN 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 · 21 years registered
Brand Profile
Not yet started
01

Career History

ALLEN WEALTH MANAGEMENT, LLC
Nov 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 31
Series 66
Registration record
First registered · November 22, 2004
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLEN WEALTH MANAGEMENT, LLC
CRD 133038 · SEC 801-64431
AUM
$478M
Regulatory assets under management
Employees
7
2,454 client accounts
Services offered by ALLEN WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALLEN WEALTH MANAGEMENT, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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