Unclaimed Profile

Zachary Allen

JB WEALTH ADVISORS LLC·NASHVILLE, Tennessee

Clean recordJB WEALTH ADVISORS LLC

11 WILLOW ST., NASHVILLE, TN 37210CRD# 7813847Firm CRD# 328441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Zachary Allen · NASHVILLE, TN

Registration

CRD #7813847 · JB WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Zachary Allen is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with JB WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

JB WEALTH ADVISORS LLC

AUM

$11M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JB WEALTH ADVISORS LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7813847

Firm CRD# 328441

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Zachary Allen offer?

Zachary Allen specializes in Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Zachary Allen's credentials?

Zachary Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary Allen located?

Zachary Allen is based in NASHVILLE, Tennessee, working with JB WEALTH ADVISORS LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Zachary Allen charge for services?

Zachary Allen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JB WEALTH ADVISORS LLC?

JB WEALTH ADVISORS LLC has approximately 7 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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