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John Charles Allen

BLUESTONE INVESTMENT MANAGER, LLC·MCLEAN, Virginia
SIE, Series 7, Series 24, Series 63Clean recordBLUESTONE INVESTMENT MANAGER, LLC
7900 WESTPARK DRIVE, SUITE T405, MCLEAN, VA 22102CRD# 4328258Firm CRD# 296820

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Allen · MCLEAN, VA
Registration
CRD #4328258 · BLUESTONE INVESTMENT MANAGER, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BLUESTONE INVESTMENT MANAGER, LLC
CRD 296820 · SEC 801-128359
AUM
$308M
Regulatory assets under management
Employees
11
3 client accounts
Services offered by BLUESTONE INVESTMENT MANAGER, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BLUESTONE INVESTMENT MANAGER, LLC →
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Frequently Asked Questions

What services does John Charles Allen offer?
John Charles Allen specializes in Retirement Planning. Contact their office in MCLEAN, Virginia for a consultation.
What are John Charles Allen's credentials?
John Charles Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Allen located?
John Charles Allen is based in MCLEAN, Virginia, working with BLUESTONE INVESTMENT MANAGER, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does John Charles Allen charge for services?
John Charles Allen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUESTONE INVESTMENT MANAGER, LLC?
BLUESTONE INVESTMENT MANAGER, LLC has approximately 11 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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