Jason Bolen is a CFP-designated registered investment advisor at Allegheny Investments, based in Pittsburgh, PA, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,356 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allegheny Investments offers several investment management options:
- Comprehensive Portfolio Management (PMA): A wrap fee program with continuous advice and a financial plan.
- Asset Management Services: A comprehensive investment advisory service coordinating investment strategy and asset allocation.
- Investment Management Services (IMA): Investment strategy and performance reports for accounts held directly with a mutual fund company or annuity provider.
- Streamlined Account Management (SAM): Simplified investment management services without financial planning, offered through a wrap fee program.
Fees vary depending on the service and the amount of assets managed. See the fee schedule for details.
Location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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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 Activities
Jason is a member of Blue Laurel, LLC and Yellow Bird Rentals, LLC, both residential rental properties, and a co-member of Cherry Grove, an oil and gas title research company. He also serves as a trustee for Chestnut Ridge Church and is involved with Compass Women's Center, dedicating minimal time to each activity.
Employment History
Current Registrations
Allegheny Investments
Previous Registrations
Allegheny Investments, LTD.Broker
State Registrations1 state
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