Jeffrey Blair Allen

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-23
MN	RA	APPROVED	2013-11-21
CA	RA	APPROVED	2013-10-01

TX RA
APPROVED

Since 2026-03-23
MN RA
APPROVED

Since 2013-11-21
CA RA
APPROVED

Since 2013-10-01

Branch Locations

2 Carlson Parkway Suite 330, Plymouth, MN 55447 • 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

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	07/2006	Present
The Rein Group	Plymouth	MN	07/2006	Present

07/2006 → Present

Commonwealth Financial Network

Waltham, MA
07/2006 → Present

The Rein Group

Plymouth, MN

Other Businesses

1. FIXED INSURANCE SALES AT BRANCH OFFICE LOCATION, INVESTMENT RELATED. 2. THE REIN GROUP, LLC - PARTNER AND 24.5% OWNER OF ENTITY CREATED FOR SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED. 3. BEYOND MEDICARE - OFFERING MEDICARE AND HEALTH INSURANCE CLASSES AND CONSULTING SERVICES TO CORPORATIONS, AT BRANCH LOCATION, NOT INVESTMENT RELATED. 4. EDUCATEU LLC, SENIOR PARTNER AND PART OWNER, NOT INVESTMENT RELATED, CONDUCTED AT BRANCH

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-04-28

S63 Uniform Securities Agent State Law Examination

2000-04-28

Designations

Certified Financial Planner

View on SEC IAPD