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CFP

Jonathon Allen

Private Advisor Group, LLC
10 Years of Experience
Ridgewood, NJ
Broker
View SEC Summary
View SEC Summary

Jonathon Allen is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Ridgewood, NJ, with 10 years of industry experience. Jonathon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

148 Prospect St, 2nd Fl, Ridgewood, NJ, 07450

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jonathon operates Parks Wealth Management as a DBA for LPL Business since 2016. Since September 2022, he also provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
September 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
LPL Financial LLC
January 2023 - April 2023 · 3 mos
LPL Financial LLC
July 2016 - December 2022 · 6 yrs 5 mos
Wts Proprietary Trading Group LLCBroker
August 2013 - November 2013 · 3 mos
State Registrations19 states
CACOCTDEFLGAHIKYMAMDMIMONCNJNYPASCTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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