Jonathan Allen
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Jonathan Allen Email & Phone Number

Managing Director-Senior Investment Officer Allen Wealth Management llc. of Alden Investment Group at Allen Wealth Management LLC. of Alden Investment Group
Location: Doylestown, Pennsylvania, United States 5 work roles 2 schools
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Current company
Allen Wealth Management LLC. of Alden Investment Group
Role
Managing Director-Senior Investment Officer Allen Wealth Management llc. of Alden Investment Group
Location
Doylestown, Pennsylvania, United States

Who is Jonathan Allen? Overview

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Jonathan Allen is listed as Managing Director-Senior Investment Officer Allen Wealth Management llc. of Alden Investment Group at Allen Wealth Management LLC. of Alden Investment Group, based in Doylestown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Allen.

Jonathan Allen previously worked as Managing Director - Senior Portfolio Manager at Allen Wealth Management Llc. Of Alden Investment Group and Senior Vice President- Investments at Wells Fargo Advisors. Jonathan Allen holds Bs, Business Administration from Rider University.

Profile bio

About Jonathan Allen

Jonathan Allen has over 26 years of investment experience working with affluent individuals, families and businesses. This experience has empowered him with the wisdom, knowledge, skills and discipline to help clients achieve their financial goals. Our clients' success is our successThis information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, MT, NE, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

Jonathan Allen's current company

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Allen Wealth Management LLC. of Alden Investment Group
Allen Wealth Management Llc. Of Alden Investment Group
Managing Director-Senior Investment Officer Allen Wealth Management llc. of Alden Investment Group
5 roles · 18 years

Jonathan Allen work experience

A career timeline built from the work history available for this profile.

Managing Director - Senior Portfolio Manager

Current
Allen Wealth Management Llc. Of Alden Investment Group

United States

Registered Investment Advisor- Fiduciary

May 2024 - Present

Senior Vice President- Investments

Doylestown, Pennsylvania, United States

Feb 2022 - Jun 2024

First Vice President

Wells Fargo Advisors

Doylestown Pa.

First Vice President- Investment Officer Wells Fargo Advisors

Apr 2014 - Feb 2022

Partner

Drive Gear Racing

Race Car Rentals

2008 - Jun 2024
2 education records

Jonathan Allen education

High School, 9-12

George School
FAQ

Frequently asked questions about Jonathan Allen

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What company does Jonathan Allen work for?

Jonathan Allen works for Allen Wealth Management LLC. of Alden Investment Group.

What is Jonathan Allen's role at Allen Wealth Management LLC. of Alden Investment Group?

Jonathan Allen is listed as Managing Director-Senior Investment Officer Allen Wealth Management llc. of Alden Investment Group at Allen Wealth Management LLC. of Alden Investment Group.

Where is Jonathan Allen based?

Jonathan Allen is based in Doylestown, Pennsylvania, United States while working with Allen Wealth Management LLC. of Alden Investment Group.

What companies has Jonathan Allen worked for?

Jonathan Allen has worked for Allen Wealth Management Llc. Of Alden Investment Group, Wells Fargo Advisors, and Drive Gear Racing.

How can I contact Jonathan Allen?

You can use AeroLeads to view verified contact signals for Jonathan Allen at Allen Wealth Management LLC. of Alden Investment Group, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Allen attend?

Jonathan Allen holds Bs, Business Administration from Rider University.

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