Jason
Allen

1St Global Advisors Inc

CRD#4151847
Investment Advisor
in Dallas, TX
Are you Jason Allen? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Allen is a certified financial planner working in Dallas, Texas, who has been in the financial industry for 11 years. Allen is an employee of 1St Global Advisors Inc. Their career trajectory has included roles at 1St Global Capital Corp, 1St Global Insurance Services, Inc and 1St Global Advisors, Inc. Allen holds a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Texas. 1St Global Advisors Inc is a registered investment business that has its headquarters in Dallas, Texas. The company has offices in 436 locations and a total of 1,049 financial advisors. It administers $10 billion in assets under management between its 28,955 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 29 charitable organizations. Of its 28,955 customer accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on the type of services provided. However, fees billed by 1St Global Advisors Inc may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

12750 Merit Drive Suite 1200
Dallas, TX 75251

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

TX Average: $3,042,739,679
Total Number of Employees

1,049

TX Average: 49
Total Number of Accounts

28,955

TX Average: 2,315
Average Account Size

$345,260

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jason Allen Work History

Jason has 11 years of experience.

2014 - Present (5 years)

1St Global Advisors, Inc

2008 - Present (11 years)

1St Global Insurance Services, Inc

2007 - Present (12 years)

1St Global Capital Corp

Disclosures

Jason Allen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started