Jared J. Burns-coffin

ALLSTATE FINANCIAL ADVISORS

Burlingame, CA 94010-4606

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CRD#: 6132462

Professional summary

Jared James Burns-coffin is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Burlingame, California and ALLSTATE FINANCIAL SERVICES, LLC located in Walnut Creek, California.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jared has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

JARED BURNS-COFFIN INSURANCE AND FINANCIAL SERVICES, INC POSITION: Owner NATURE: Allstate DBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2024 ADDRESS: 1910 Olympic Blvd Ste 170, Walnut Creek CA 94596-5098, United States DESCRIPTION: Sale of insurance including approved brokerage arrangements

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared James Burns-coffin'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 14, 2025 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 1502 Adeline Dr, Burlingame, CA 94010-4606

RIA

CRD#: 109524

Burlingame, CA

Current

October 14, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1910 Olympic Blvd Ste 170, Walnut Creek, CA 94596-5098Office #2: 1502 Adeline Dr, Burlingame, CA 94010-4606

CRD#: 18272

Walnut Creek, CA

Past

May 17, 2023 - April 9, 2025

STATE FARM INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 3487

Walnut Creek, CA

Past

December 8, 2012 - April 9, 2025

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

Concord, CA

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".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(10/14/2025)

California
(10/23/2025)

Nevada
(10/27/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/12/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/7/2012

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

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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Firm Stability Insights

Jared J. Burns-coffin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared James Burns-coffin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/2023

Series 63

Date: 12/20/2012

SIE

Date: 10/1/2018

Series 6

Date: 12/7/2012

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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