Jonathan T. Allen
Professional summary
Jonathan Thomas Allen, who also goes by Jonathan Thomas Allen, is a registered financial advisor currently at BELVEDERE INVESTMENTS CORPORATION located in Lenoir City, Tennessee.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Thomas Allen's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2025 - Present
BELVEDERE INVESTMENTS CORPORATION
July 28, 2023 - February 27, 2024
MML INVESTORS SERVICES, LLC
July 11, 2023 - February 27, 2024
MML INVESTORS SERVICES, LLC
July 19, 2022 - October 6, 2022
RAYMOND JAMES & ASSOCIATES, INC.
July 13, 2022 - October 6, 2022
RAYMOND JAMES & ASSOCIATES, INC.
April 23, 2021 - April 11, 2022
LPL FINANCIAL LLC
September 19, 2019 - June 12, 2020
E*TRADE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2025)
Exams
Series 7TO
Date: 9/19/2019
General Securities Representative ExaminationCurrent Firm
BELVEDERE INVESTMENTS CORPORATION
CRD#: 335195 / SEC#:
Contact information
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