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Jason Jeffrey Allen

Vice PresidentAvantax Planning Partners, Inc.CRD 4151847

About Jason Jeffrey Allen

Jason Jeffrey Allen is listed as Vice President at Avantax Planning Partners, Inc. in Dubuque, IA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Avantax Planning Partners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Jeffrey Allen work?

Jason Jeffrey Allen is listed as Vice President at Avantax Planning Partners, Inc. on SEC Form ADV.

How much of Avantax Planning Partners, Inc. does Jason Jeffrey Allen own?

Form ADV reports a beneficial ownership band of Under 5%.

Avantax Planning Partners, Inc.

TitleVice President
OwnershipUnder 5%
Control personNo
Since2022