Natalie Rizvi Allman

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Edward Jones
  Harker Heights, TX

Other Businesses

Young Living Essential Oils Type: MLM Date: 09/19/13 Title: Independent Member Trad Hrs: 0 Tot Hrs: 0 Desc: I maintain a wholesale account because I personally use the products and share them with family and friends some of whom decide to open their own accounts. Made less than $300 in the past 12 months. City-State: Lehi UT

Exams

• S66 Uniform Combined State Law Examination
  2025-11-10

Other Names

• Natalie Anne Rizvi
• Natalie Anne Allman