This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ALLEN INVESTMENT MANAGEMENT

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 27, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

May 27, 2003

First registration

May 29, 2003

Dual registered

no

Other names

JASON ALLEN|R. JASON ALLEN|JASON ROBERT ALLEN

IAPD individual key

4651395

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cedd0ec4-a6da-5ccb-1787-4d602cc129f5

First observed

May 29, 2003

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.