Jonathan Allen

Jonathan Allen Email and Phone Number

Managing Director-Senior Investment Officer Allen Wealth Management llc. of Alden Investment Group @
Jonathan Allen's Location
Doylestown, Pennsylvania, United States, United States
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

Jonathan Allen's Current Company Details
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
Jonathan Allen Work Experience Details
  • Allen Wealth Management Llc. Of Alden Investment Group
    Managing Director - Senior Portfolio Manager
    Allen Wealth Management Llc. Of Alden Investment Group May 2024 - Present
    United States
    Registered Investment Advisor- Fiduciary
  • Wells Fargo Advisors
    Senior Vice President- Investments
    Wells Fargo Advisors Feb 2022 - Jun 2024
    Doylestown, Pennsylvania, United States
  • Wells Fargo Advisors
    First Vice President
    Wells Fargo Advisors Apr 2014 - Feb 2022
    Doylestown Pa.
    First Vice President- Investment Officer Wells Fargo Advisors
  • Wells Fargo Advisors
    Associate Vice President-Investment Officer
    Wells Fargo Advisors Jul 1998 - Apr 2014
  • Drive Gear Racing
    Partner
    Drive Gear Racing 2008 - Jun 2024
    Race Car Rentals

Jonathan Allen Education Details

Frequently Asked Questions about Jonathan Allen

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 the current company?

Jonathan Allen's current role is Managing Director-Senior Investment Officer Allen Wealth Management llc. of Alden Investment Group.

What schools did Jonathan Allen attend?

Jonathan Allen attended Rider University, George School.

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