ALLEN FINANCIAL MANAGEMENT, LLC
JACKSONVILLE, FLORIDA

Allen Financial Management, LLC is a financial advisory firm dedicated to guiding clients toward achieving their personal financial goals through proactive management of assets. Founded on December 11, 2007, and headquartered in Jacksonville, Florida, at Mailing Address: 4520 Ortega Forest Dr., Suite 4805, the company specializes in insurance, risk management, investing, retirement planning, estate planning, and wealth preservation. The firm emphasizes the importance of working with skilled professionals to navigate complex financial landscapes. Clients are invited to explore opportunities for better understanding pivotal financial concepts through the Allen Financial Management website: [allenfinancialmanagement.com](http://allenfinancialmanagement.com). Centralized in the main Interbank building on Washington Street and Harbin Drive, the firm's strategic location facilitates seamless engagement with clients. Due to stringent state regulations, certain investment-related content is accessible only to individuals residing in states where Allen Financial Management is registered. The company actively adheres to these compliance requirements, ensuring all services align with industry standards. Operational updates include a re-issuance on April 19, 2018, and the Last Annual Report filed on March 23, 2024, showcasing continued dedication to corporate transparency and governance. Under the stewardship of its key Manager, John J Allen, Allen Financial Management remains committed to providing tailored financial solutions that reflect clients' unique objectives.