1St Global Advisors Inc

Investment Advisor
in Dallas, TX
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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



Office Location

12750 Merit Drive Suite 1200
Dallas, TX 75251

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management


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


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

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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


Jason Allen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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