Jonathan Allen

Alden Investment Group

27 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningBusiness Owners

Alden Investment Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

978 clients

Average Client Portfolio

$326K average

Assets Under Management

$319.2M

Fee Structure

Minimum Investment:$25K

Location

37 West Avenue, Suite 301, Wayne, PA, 19087-3226

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History

Regulatory History (1)

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Customer Dispute

April 2001

Denied

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Other Business Activities

Jonathan serves as POA for his father and has a 33% ownership in Allen Family Partnership for family investments. He is also the treasurer of Aircraft Square Club, a social club, dedicating minimal time to each of these activities.

Employment History

Current Registrations

J. Alden Associates, INC.

May 2024 - Present · 1 yr 9 mos

Alden Investment Group

May 2024 - Present · 1 yr 9 mos

J. Alden Associates, INC.Broker

May 2024 - Present · 1 yr 9 mos

Previous Registrations

Wells Fargo Advisors

November 1999 - May 2024 · 24 yrs 6 mos

Wells Fargo Clearing Services, LLCBroker

October 1999 - May 2024 · 24 yrs 7 mos

First Union Capital Markets CORP.Broker

September 1998 - October 1999 · 1 yr 1 mo

State Registrations28 states

AKAZCACOCTDEFLGAILMAMDMEMIMTNENJNYOHOKORPARISCTNTXVAVTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.