Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan James Allen is a financial professional who has been working in the financial services industry since 2005. He currently works as a Registered Representative for Cetera Investment Advisers LLC in Spokane, WA. Jonathan is licensed to provide financial and insurance services in several states. He is also a member of Balderson & Hebert LLC, a financial services firm.
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.
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.
1
2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (SPOKANE WA)
WA
02/01/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SPOKANE WA)
WA
04/01/2011 - 10/01/2012
QUESTAR CAPITAL CORPORATION (SPOKANE WA)
MA
12/21/2001 - 06/30/2004
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IA
08/10/1998 - 12/31/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 4/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 8/7/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Allen is the right advisor for you? Invested Better is here to help.
