Jonathan Allen is a registered investment advisor, based in Wayne, PA, with 27 years of industry experience.
Location
37 West Avenue, Suite 301, Wayne, PA, 19087-3226
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Regulatory History (1)
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Customer Dispute
April 2001Denied
Other Business Activities
Jonathan serves as POA for his father and has a 33% ownership in Allen Family Partnership for family investments. He is also the treasurer of Aircraft Square Club, a social club, dedicating minimal time to each of these activities.
Employment History
Current Registrations
J. Alden Associates, INC.
May 2024 - Present · 2 yrs
Alden Investment Group
May 2024 - Present · 2 yrs
J. Alden Associates, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
November 1999 - May 2024 · 24 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - May 2024 · 24 yrs 7 mos
First Union Capital Markets CORP.Broker
September 1998 - October 1999 · 1 yr 1 mo
State Registrations28 states
AKAZCACOCTDEFLGAILMAMDMEMIMTNENJNYOHOKORPARISCTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.