Best Investors Account Sign in
Inactive

Jackson Lee Allen

Janney Montgomery Scott LLC

Philadelphia, PA

Claim This Profile
Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-01-30
PA RA APPROVED 2026-01-30
  • DE RA
    APPROVED
    Since 2026-01-30
  • PA RA
    APPROVED
    Since 2026-01-30

Branch Locations

1717 Arch Street, Philadelphia, PA 19103 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Citizens Wealth Management Raleigh NC 05/2020 02/2022
Tolleson Wealth Management Dallas TX 02/2022 04/2023
Kuhn Advisors Durham NC 06/2023 01/2024
Unemployed Philadelphia PA 02/2024 06/2024
Diversified, Llc Wilmington DE 07/2024 12/2025
Campbell University Buies Creek NC 08/2015 05/2020
Janney Montgomery Scott Llc Philadelphia PA 12/2025 Present
  • 05/2020 → 02/2022
    First Citizens Wealth Management
    Raleigh, NC
  • 02/2022 → 04/2023
    Tolleson Wealth Management
    Dallas, TX
  • 06/2023 → 01/2024
    Kuhn Advisors
    Durham, NC
  • 02/2024 → 06/2024
    Unemployed
    Philadelphia, PA
  • 07/2024 → 12/2025
    Diversified, Llc
    Wilmington, DE
  • 08/2015 → 05/2020
    Campbell University
    Buies Creek, NC
  • 12/2025 → Present
    Janney Montgomery Scott Llc
    Philadelphia, PA
Previous Registrations
Designations
Other Names
  • Jackson L. Allen

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor