JA

Jonathan Allen

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K

Fees for asset management services are negotiable, with a maximum annual fee of 2.00%. Advisory fees are charged quarterly in arrears based on the portfolio's value. Clients may pay fees directly from their account or by check. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform. The firm generally requires a minimum account size of $25,000, but this may be waived under certain circumstances. Alden offers access to financial planning for a fee, billed as a one-time fee or a monthly retainer.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

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

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001
Denied
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 8 mos
Alden Investment Group
May 2024 - Present · 1 yr 8 mos
J. Alden Associates, INC.Broker
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
November 1999 - May 2024 · 24 yrs 6 mos
Wells Fargo Clearing Services, LLC Broker
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.
Jonathan Allen - Financial Advisor | AdvisorDiscover