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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-15
TX RA APPROVED 2022-09-15
  • NJ RA
    APPROVED
    Since 2022-09-15
  • TX RA
    APPROVED
    Since 2022-09-15

Branch Locations

148 Prospect St, 2Nd Fl, Ridgewood, NJ 07450 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Lpl Financial Ridgewood NJ 01/2016 Present
Parks Wealth Management Ridgewood NJ 06/2015 Present
Private Advisor Group, Llc Morristown NJ 09/2022 Present
  • 01/2016 → Present
    Lpl Financial
    Ridgewood, NJ
  • 06/2015 → Present
    Parks Wealth Management
    Ridgewood, NJ
  • 09/2022 → Present
    Morristown, NJ
Other Businesses

1) 3/1/16-Parks Wealth Management/DBA for LPL Business/100%/Ridgewood, NJ 2) 09/29/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 09/21/2022 - 100 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 12/29/2025 - Parks Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/08/2025 - 200 hours per month/ 8 hours during trading -

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-28
  • S66 Uniform Combined State Law Examination
    2016-06-28
Designations
Other Names
  • Jonathon M Allen

View on SEC IAPD

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