FINANCIAL ADVISOR & MANAGER
Jonathan is responsible for meeting with clients and managing the firm’s overall operations. After earning his Master of Science in Accountancy from Wake Forest University, he began his career in Manhattan as a tax consultant at Ernst & Young. Though he enjoyed working at a larger firm, Jonathan longed to have a direct impact on client’s lives.
While in New York, he enrolled in the CERTIFIED FINANCIAL PLANNER™ course offered at New York University. Shortly after completing the exam, he returned home to Boone to more fully realize his dream. Jonathan has been a financial advisor at Raymond James since 2004, and continues to help clients fulfill their goals at Allen Wealth Management. In addition to his CFP™ designation, Jonathan is a Certified Public Accountant and Chartered Life Underwriter. He is Series 7, 9, 10, 31 and 66 licensed and also holds both life and long-term care insurance credentials.
In addition to working at Allen Wealth Management, Jonathan has taught financial planning at Appalachian State University, retirement planning at Bryant University and accounting at his alma mater, Wake Forest University. An avid outdoorsman, Jonathan enjoys hiking and fly-fishing the local trout streams. He and his wife, Stephanie, have two daughters: Meredith and Rachel. They reside in Boone, North Carolina with their dog, Deacon.
Education & Affiliations:
Series 7, 9, 10, 31 & 66
Bachelor of Accountancy – The University of Mississippi
Master of Science in Accountancy – Wake Forest University
– Received Richter Award for independent research, allowing him to study business in
Certificate in Financial Planning from New York University
Certified Public Accountant
Certified Financial Planner Practitioner™
Chartered Life Underwriter
Life and Long-Term Care Insurance Licenses
Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®
(with plaque design) and CFP® (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.
Allen Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Allen Wealth Management, LLC. Raymond James financial Advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.