Jonathan Chesley Allen

Current Employers

Employment History

• 06/2004 → Present
  Raymond James Financial Services
  Boone, NC
• 01/2004 → Present
  Allen Financial Advisors
  Boone, NC
• 12/2009 → Present
  Allen Wealth Management
  Boone, NC
• 11/2006 → 01/2019
  Appalachian State University
  Boone, NC

Other Businesses

(1) Name of Business: Allen CPA PLLC Address: 561 New Market Boulevard; Suite 1, Boone, NC, 28607, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/05/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the sole owner of a CPA practice. We are entering our sixth year. (2) Name of Business: Allen Financial Advisors Address: 980 Highway 105, Boone, NC, 28607, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/23/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reviewing Insurance Policies and offering insurance (3) Name of Business: Appalachian Opportunities, LLC Address: 614 Ontario Ridge, Boone, NC, 28607, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a rental property. (4) Name of Business: J. Allen Professional Services Address: TBD, Bangalore, AN, 0000000, India Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Outsourced accounting for my accounting business (see Allen CPA PLLC OBA) (5) Name of Business: Jefferson Avenue, LLC Address: 980 Highway 105, Boone, NC, 28607-4603, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/29/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own real estate that will lease space to my Raymond James affiliated business.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-11

Designations