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portrait of Jeff Allen
FINANCIAL ADVISOR

Jeff Allen

2915 Mccarver St Ste 101, Tacoma, WA 98403opens in a new window
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About Jeff

I began my career at Dean Witter in 1989 and moved to A.G. Edwards in 1997, which eventually became Wells Fargo Advisors. I joined Edward Jones in 2013 because their focus is on the client first and foremost, the philosophy I have held throughout my 30-year financial industry career.

I was born in Olympia, WA, and have lived in the Tacoma area since 1989. I am a graduate of Pacific Lutheran University with a bachelor's degree in public relations and a minor in business administration.

My wife, Rosa, and my son, Jordan, and I are active in the community. My interests and...

Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings

Work History

  • Edward JonesSeptember 2013 to Current

Education

  • Pacific Lutheran UniversityBachelor of Arts

Personal Interests

  • Golfing
  • Tennis
  • Traveling

Team Members

  • Koral Massie
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(253) 572-0457

Fax

(855) 843-6717

Office Address

2915 Mccarver St Ste 101
Tacoma, WA 98403opens in a new window

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