Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Allen is a financial advisor with over 12 years of experience in the financial services industry. Jonathan is currently registered with Ameriprise Financial Services, LLC and has previously worked with Fidelity Brokerage Services LLC, U.S. Bancorp Investments, Inc., Citigroup Global Markets Inc., CitiCorp Investment Services, Cal Fed Investments, The Variable Annuity Marketing Company, and VALIC Financial Advisors, Inc. Jonathan is licensed in 23 states to offer a wide range of financial products and services, including investment advice and portfolio management. Jonathan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
07/08/2022 - Present
Ameriprise Financial Services, LLC (West Chester OH)
OH
01/09/2020 - 06/03/2022
FIDELITY BROKERAGE SERVICES LLC (CINCINNATI OH)
OH
07/22/2017 - 10/18/2019
U.S. BANCORP INVESTMENTS, INC. (WEST CHESTER OH)
CA
09/11/2008 - 06/22/2009
CITIGROUP GLOBAL MARKETS INC. (RANCHO PALOS VERDE CA)
NY
02/05/2003 - 06/02/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
12/04/2001 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
TX
08/25/2000 - 10/30/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
08/25/2000 - 10/30/2001
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 02/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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