Jonathan Allen
Jonathan Allen is a registered investment advisor at Belvedere Investments Corporation, based in Lenoir City, TN, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1M+ | 1.00% |
Annual fee is negotiable.
Fee Estimator
Location
Lenoir City, TN
Get directionsHistory
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 ActivitiesSells Insurance
Jonathan is the Vice President of Operations at Brightway Insurance, selling insurance products since March 2024. This activity is investment-related and takes nearly all of Jonathan's time.
Employment History
Current Registrations
Belvedere Investments Corporation
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
LPL Financial LLCBroker
E*trade Securities 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.