Jonelle Allen is a registered investment advisor, based in Austin, TX, with 4 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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.
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Jonelle is a lead food rescuer for Rescuing Leftover Cuisine MA, a non-profit, and an independent contractor dog walker for Wag, spending a few hours per week on each activity. These activities are not investment-related.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
State Registrations3 states
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