Jonathan Allen
Jonathan Allen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Spokane, WA, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
819 West 7th Ave, Spokane, WA, 99204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an independent insurance agent selling fixed insurance products since 2013, dedicating nearly full-time hours. He is also a member and financial professional at Balderson & Hebert LLC, a financial services firm, and does business as WealthMap Financial Advisors, selling insurance, securities, and investment products, both taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Safeco Investment Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.