Ava En-Ni Allen

Employer firm

Endeavor Private Wealth, Inc. CRD 313053

$595M regulatory AUM 2 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

• 08/2016 → 09/2025
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 03/2017 → 04/2017
  Olisamra Inc
  Longmont, CO
• 09/2025 → Present
  Endeavor Private Wealth, Inc
  Boulder, CO

Previous Registrations

• 2022-08-30 → 2025-09-16
  Wells Fargo Clearing Services, Llc
  Boulder, CO
  Albuquerque, NM
  Denver, CO
  Boulder, CO

Other Businesses

GOODELL WEALTH MANAGEMENT LLC, DBA ENDEAVOR PRIVATE WEALTH ; INV. RELATED; BOULDER, CO; 100% OWNERSHIP; MS. ALLEN IS A 1099 EMPLOYEE OF EPW; START DATE 09/2025; 200 HOURS PER MONTH; 130 HOURS DURING TRADING. OWNERSHIP AND MANAGEMENT OF RENTAL PROPERTIES; NONINVESTMENT RELATED; BOULDER, CO; OWNER/MANAGES DIRECTLY OWNED RENTAL PROPERTIES WITH IMMEDIATE FAMILY MEMEBERS; START DATE 09/2025; 2 HOURS PER MONTH; ONE HOUR DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-29

Other Names

• Ava En-Ni Jiang
• En-Ni Jiang
• Ava En Ni Allen
• Ava En Ni Jiang