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Jonathan Allen

Alden Investment Group

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About Jonathan Allen

Jonathan Allen is a financial advisor with over 25 years of experience in the financial services industry. Jonathan is a registered representative of Alden Investment Group. Jonathan's career began with First Union Capital Markets Corp. in 1998 and has continued with various organizations, including Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Jonathan is currently registered with Alden Investment Group in the state of Pennsylvania and has a series 63, Series 65, and Series 7 licenses. Alden Investment Group is based in Wayne, PA and provides financial planning, portfolio management for individuals, retirement planning, and other advisory services. Alden Investment Group has approximately $291 million in assets under management.

Firm Information

Jonathan Allen is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Allen’s Registration & Firm History

PA

05/24/2024 - Present

Alden Investment Group (WAYNE PA)

PA

10/01/1999 - 05/29/2024

WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)

NC

09/29/1998 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/06/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Allen. Review regulatory record here.
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