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Jonathan Chesley Allen

Member/Chief Compliance OfficerAllen Wealth Management, LLCCRD 4752027

About Jonathan Chesley Allen

Jonathan Chesley Allen is listed as Member/Chief Compliance Officer at Allen Wealth Management, LLC in Boone, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Allen Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Chesley Allen work?

Jonathan Chesley Allen is listed as Member/Chief Compliance Officer at Allen Wealth Management, LLC on SEC Form ADV.

How much of Allen Wealth Management, LLC does Jonathan Chesley Allen own?

Form ADV reports a beneficial ownership band of Over 75%.

Allen Wealth Management, LLC

TitleMember/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2004
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