Jonathon Allen

About Jonathon Allen

I’m a Certified Financial Planner® based in Ridgewood NJ, working virtually with…

Experience

1. Wealth Advisor & Lead Financial Planner

   Parks Wealth Management

   Dec 2019 — Present · Ridgewood, NJ, US

   Early in my career I realized the importance of financial planning and set out to become one of the youngest CFPs in the country. After 9 years of learning how to best serve my clients, I decided to focus my time working with a group of high performing professionals.I graduated with a Finance degree and a minor in History from Bryant University in Rhode Island. My fiancé Nicole and I now live in Bergen County, NJ.We love to spend our evenings playing tennis and our weekends either at the beach, skiing, or traveling to watch our favorite team, the Buffalo Bills.I am a Wealth Advisor and Investment Advisor Representative with LPL Financial. I\'m a CERTIFIED FINANCIAL PLANNER® and I hold my Series 7 with LPL Financial and Series 66 registration with Private Advisor Group and LPL Financial as well.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Parks Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which the financial advisors are registered to do business, please visit parkswm.com