Jonelle Allen (CRD# 6680207) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sharon, MA and has over 2 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment LLC | Austin, TX | Dec 2022 - Current | 1 |
| Beacon Dental Group | Dorchester, MA | Jul 2022 - Dec 2022 | < 1 |
| Unemployed | Sharon, MA | Apr 2022 - Jul 2022 | < 1 |
| Commonwealth Financial Network | San Diego, CA | Jul 2021 - Apr 2022 | < 1 |
| Commonwealth Financial Network | San Diego, CA | Jan 2018 - Jul 2021 | 3 |
| Commonwealth Financial Network | Waltham, MA | Jul 2016 - Jan 2018 | 1 |
| Unemployed | Sharon, MA | May 2016 - Jul 2016 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Jun 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- MA
- TX
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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