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portrait of Jared Allen
FINANCIAL ADVISOR

Jared Allen

CFP®, ChFC®, CPWA®, AAMS™
1039a Pulaski Hwy, Havre De Grace, MD 21078opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Jared

I strive to improve the financial well-being of my clients by creating financial strategies that provide them with a variety of options to reach their individual goals. Our goal is to help our clients feel connected and informed regarding their investments and our services. We recognize that strong and lasting relationships with our clients and their families is key to our success.

As a financial advisor with Edward Jones, I help individuals and families create wealth-preservation strategies for their financial futures. I also help them simplify their financial lives by offering clarity regarding the investments they own, the fees they pay...

Focus Areas

  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • New Investors
  • Retirement Income Strategies

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Manchester CollegeBachelor of Arts

Personal Interests

  • Soccer
  • Traveling
  • Volunteering
  • Photography
  • Golfing

Team Members

  • Ashley Detar
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(410) 939-1621

Fax

(855) 436-5432

Office Address

1039a Pulaski Hwy
Havre De Grace, MD 21078opens in a new window

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