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AA

Ava E. Allen

ENDEAVOR PRIVATE WEALTH
Boulder, CO 80302
Some features on this profile are disabled
CRD#: 7531455
AA

Professional summary


Ava En-ni Allen, who also goes by Ava En Ni Allen, Ava En Ni Jiang, Ava En-ni Jiang, En-ni Jiang, is a registered financial advisor currently at ENDEAVOR PRIVATE WEALTH, INC. located in Boulder, Colorado.

Ava is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ava has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ava En Ni Allen | Ava En Ni Jiang | Ava En-Ni Jiang | En-Ni Jiang

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.
GOODELL WEALTH MANAGEMENT LLC, DBA ENDEAVOR PRIVATE WEALTH ; INV. RELATED; BOULDER, CO; 100% OWNERSHIP; MS. ALLEN IS A 1099 EMPLOYEE OF EPW; START DATE 09/2025; 200 HOURS PER MONTH; 130 HOURS DURING TRADING. OWNERSHIP AND MANAGEMENT OF RENTAL PROPERTIES; NONINVESTMENT RELATED; BOULDER, CO; OWNER/MANAGES DIRECTLY OWNED RENTAL PROPERTIES WITH IMMEDIATE FAMILY MEMEBERS; START DATE 09/2025; 2 HOURS PER MONTH; ONE HOUR DURING TRADING.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ava En-ni Allen'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

September 10, 2025 - Present

ENDEAVOR PRIVATE WEALTH, INC.

Office #1: 1800 Broadway, Suite 100, Boulder, CO 80302
RIA
CRD#: 313053
Boulder, CO
Past

August 30, 2022 - September 16, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOULDER, CO
Past

August 2, 2022 - September 16, 2025

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOULDER, CO

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".
EP
ENDEAVOR PRIVATE WEALTH, INC.
ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA
Registered Investment Advisory firm - (4/5/2021 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
Colorado
(9/10/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


EP
ENDEAVOR PRIVATE WEALTH, INC.
ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)
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Contact information


Main Address
Townsite Plaza 3 120 Se 6th Ave Suite 110, Topeka, KS, 66603
Mailing Address
Phone number
(785) 329-2510
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENDEAVOR PRIVATE WEALTH FORM ADV PART 2A BROCHURE (9/8/2025)

Regulatory assets under management


Total Number of Accounts1,679
AUM (Assets Under Management)$ 352,817,232

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.

Company Information


ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053Boulder, CO 80302

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