Jim Allen

Senior Financial Advisor

James has been involved in the securities industry for 17 years. He previously was with Morgan Stanley for 8 years as a vice president, and with Edward Jones for 8 and a half years in Glen Ellyn.

James received his Bachelor of Science degree from Indiana University in 1983 where he majored in business. James’ main priority is to ensure asset diversification for his clients, and his industry experience allows him to do this in the most effective way.

James enjoys spending time with his wife, Donna, and their three kids. He has a passion for outdoor recreation such as hunting and fishing. He is also a member of the Varsity Football Club at Indiana University.

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