John M. Allen

John M. Allen

Edward Jones

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 2000

Areas of focus:

  • Annuities
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about John M. Allen:

Conservative advisor, experience includes leading clients through the downturns of 00-03 and 08-09. Retirement risks, college planning, financial risks.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Series 6, 63, 66, 7

Education:

Bachelors of Arts, Carson-Newman College 1980

Will provide references upon request?

Yes


Further information about Edward Jones:

Edward Jones

(Size of firm: Over 100 advisors)

Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.

The firm's 10,000-plus financial advisors work directly with more than 7 million clients to understand their personal goals - from college savings to retirement - and create long-term investment strategies which emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.


Contact Information for John M. Allen

Phone: 864-322-2057
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Address for John M. Allen:
4328 Wade Hampton Blvd
Suite B
Taylors, SC, 29687

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