Jonathan L. Allred

ALLRED HARRIS WEALTH MANAGEMENT.

Dallas, TX 75225

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CRD#: 4693933

Professional summary

Jonathan Logan Allred is a registered financial advisor currently at ALLRED HARRIS WEALTH MANAGEMENT. located in Dallas, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jonathan Logan Allred's CRS (Customer Relationship Summary).

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

October 2, 2018 - Present

ALLRED HARRIS WEALTH MANAGEMENT.

Office #1: 8333 Douglas Avenue Suite 525, Dallas, TX 75225

RIA

CRD#: 297533

Dallas, TX

Past

March 19, 2010 - October 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

DALLAS, TX

Past

March 19, 2010 - October 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

DALLAS, TX

Past

September 3, 2008 - April 13, 2010

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLRED HARRIS WEALTH MANAGEMENT.

ALLRED CAPITAL MANAGEMENT, LLC | ALLRED HARRIS WEALTH MANAGEMENT.

CRD#: 297533 / SEC#: 801-113900

RIA

Registered Investment Advisory firm - (8/28/2018 Approved)

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

Texas
(10/2/2018)

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 66

Date: 10/9/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/2008

General Securities Representative Examination

Current Firm

ALLRED HARRIS WEALTH MANAGEMENT.

ALLRED CAPITAL MANAGEMENT, LLC | ALLRED HARRIS WEALTH MANAGEMENT.

CRD#: 297533 / SEC#: 801-113900

RIA

Registered Investment Advisory firm - (8/28/2018 Approved)

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Contact information

Main Address

8333 Douglas Avenue Suite 525, Dallas, TX 75225

Mailing Address

Phone number

(844) 965-7695

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLRED CAPITAL MANAGEMENT BROCHURE (4/25/2025)

ALLRED CAPITAL MANAGEMENT WRAP BROCHURE (4/25/2025)

Regulatory assets under management

Total Number of Accounts	957
AUM (Assets Under Management)	$ 452,449,927

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Jonathan L. Allred

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Logan Allred's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLRED HARRIS WEALTH MANAGEMENT.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

HILLTOP SECURITIES INC.

Primary Firm SEC Registration

ALLRED HARRIS WEALTH MANAGEMENT.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/2/2008

Current Firm

ALLRED HARRIS WEALTH MANAGEMENT.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLRED HARRIS WEALTH MANAGEMENT.

TRUST BUT VERIFY

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