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Jonathan Allen, Financial Advisor serving the West Chester, OH area - Ameriprise Advisors

Jonathan Allen

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Further Financial Group
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Business Retirement Plans

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Arizona, BSBA in Economics, minor in Finance

Awards & recognition

  • Further Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Interests

I grew up as a competitive athlete on the West coast and played volleyball in college (University of Arizona) and on the beaches of Southern California after graduating.

I am married to my wife who was born and raised here in the Cincinnati (Butler County) area and we have 2 rescue dogs (Carlos & Tucker).  My wife and I love to golf and spend a lot of time with her family that also live in the area.