Unclaimed
Kenneth Allen is an active financial advisor with J.p. Morgan Securities LLC, based in Plano, TX. Kenneth joined the firm in September 2019 and has been in the industry since May 2016. Previously, Kenneth was with Goldman Sachs & Co. LLC in Salt Lake City, UT. Kenneth holds Series 99 and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
09/10/2019 - Present
J.p. Morgan Securities LLC (Plano TX)
UT
03/16/2016 - 07/08/2019
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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