Jonathan James Allen

Current Employers

Employment History

• 03/2010 → Present
  Self-Employed
  Spokane, WA
• 02/2013 → Present
  Balderson And Hebert, Llc
  Spokane, WA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Spokane, WA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Balderson, Hebert And Moran, Llc
  Spokane, WA

Previous Registrations

• 2013-02-14 → 2021-06-09
  Voya Financial Advisors, Inc.
  Spokane, WA
  Clackamas, OR
  Windsor, CT
• 2011-04-25 → 2012-10-01
  Questar Asset Management, Inc.
  Minneapolis, MN

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 819 W 7TH; SPOKANE; WA; 99204; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/4/2013; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 2) NAME OF OTHER BUSINESS: BALDERSON & HEBERT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: MEMBER / FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 3) NAME OF ENTITY: WealthMap Financial Advisors; Yes; 819 W. 7th Ave; Spokane; WA; 99204; Financial Services/dba; Financial Adviser; 5/1/2021; 160; 160; Sale and Services Insurance, Securities and Investment Products| 4) NAME OF OTHER BUSINESS: BALDERSON, HEBERT AND MORAN, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: PROPERTY AND CASUALTY INSURANCE, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: SERVING PROPERTY AND CASUALTY CLIENTS AS NEEDED.;

Exams

• S66 Uniform Combined State Law Examination
  2011-04-22
• S63 Uniform Securities Agent State Law Examination
  1998-07-23

Designations