Primerica Advisors
43yrs
Top advisor by experience in West Chester
9yrs
Jonathan Allen
Financial advisor at Ameriprise Financial Services
Jonathan Allen is a fiduciary financial advisor in West Chester, Ohio, with 9 years in the industry. Jonathan joined Ameriprise Financial Services in 2022, after two years at Fidelity Personal and Workplace Advisors. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 129 advisors with offices in West Chester, and one of 102 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office6184 Muhlhauser Rd Suite A, West Chester, OH 45069
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
- 2020 – 2022Fidelity Personal and Workplace AdvisorsPreviously
Contact Jonathan
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Jonathan. 6184 Muhlhauser Rd Suite AWest Chester, OH 45069Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Jonathan Allen. Jonathan works from the West Chester, OH office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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