Jerod Allen
Jerod Allen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3515 Glenwood Avenue, Suite 100, Raleigh, NC, 27612
Get directionsHistory
Regulatory History (1)
Criminal
March 2004Other Business Activities
Jerod works as an associate/employee for Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank, providing banking and loan services and making investment referrals. These roles each take about half of Jerod's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.