Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon James Allen is a financial advisor in Anaheim, California. Jonathon is a registered representative of Cuso Financial Services, LP and has been in the financial industry since 1993. Jonathon has experience in providing a range of services including financial planning, portfolio management for individuals, and pension consulting.
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
CA
01/16/2023 - Present
Cuso Financial Services, LP (Anaheim CA)
CA
10/13/2017 - 02/07/2023
WESCOM FINANCIAL SERVICES (Anaheim CA)
CA
05/15/2013 - 10/26/2017
CITIGROUP GLOBAL MARKETS INC. (FOUNTAIN VALLEY CA)
CA
12/20/2010 - 02/11/2013
BANCWEST INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
CA
11/13/1996 - 03/29/2010
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
03/12/1993 - 11/01/1996
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
BOTH
Issued 03/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2015
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathon Allen is the right advisor for you? Invested Better is here to help.
