Jackson Allen is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Philadelphia, PA. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
1717 Arch Street, Philadelphia, PA, 19103
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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 →Employment History
Current Registrations
Janney Montgomery Scott LLC
Previous Registrations
Diversified, LLC
State Registrations2 states
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
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