Robert J. Allen

ALLEN INVESTMENT MANAGEMENT

Leesburg, VA

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CRD#: 4651395

Professional summary

Robert Jason Allen, who also goes by Jason Robert Allen, R. Jason Allen, Jason Allen, is a registered financial advisor currently at ALLEN INVESTMENT MANAGEMENT located in Leesburg, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Robert Allen | R. Jason Allen | Jason Allen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jason Allen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 10, 2015 - Present

ALLEN INVESTMENT MANAGEMENT

RIA

CRD#: 174891

Leesburg, VA

Past

May 29, 2003 - February 27, 2015

GOLD ASSET MANAGEMENT, INC.

RIA

CRD#: 107281

RESTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(11/16/2021)

IAR

Virginia
(2/10/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/2003

Uniform Investment Adviser Law Examination

Current Firm

ALLEN INVESTMENT MANAGEMENT

ALLEN INVESTMENT MANAGEMENT | ALLEN INVESTMENT MANAGEMENT, INC.

CRD#: 174891 / SEC#:

Maryland

Registered Investment Advisory firm - (11/16/2021 Approved)

Virginia

Registered Investment Advisory firm - (2/10/2015 Approved)

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Contact information

Main Address

Leesburg, VA

Mailing Address

Po Box 4441, Ashburn, VA 20148

Phone number

(703) 945-3641

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 27,100,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Allen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jason Allen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEN INVESTMENT MANAGEMENT

GOLD ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2003

Current Firm

ALLEN INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALLEN INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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