DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Dean Allen
Feed of 09/14/2026
Also filed as Jeff Allen
At current firm
3 y
since Mar 31, 2023
In the industry
37 y
since Apr 20, 1989 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ameritas Advisory Services, LLC BD affiliated currentsince Mar 31, 2023 · Homewood, Al
- The Ascent Group, LLC independent RIAJun 15, 2021 to May 15, 2023 · Homewood, Al
- Raymond James & Associates, Inc. national BDFeb 13, 2013 to May 15, 2017 · Palm Beach Gardens, Fl
- Morgan Keegan & Company, LLC formerDec 18, 2003 to Feb 13, 2013 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- The Ascent Group, LLC to Ameritas Advisory Services, LLCleft May 15, 2023, registered Mar 31, 2023 (-45 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Raymond James & Associates, Inc. to The Ascent Group, LLCleft May 15, 2017, registered Jun 15, 2021 (1492 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Morgan Keegan & Company, LLC to Raymond James & Associates, Inc.left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
Signals
- Jeffrey Dean Allen left The Ascent Group, Llc for Ameritas Advisory Services, Llc (registered 2023-03-31)May 15, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address