Jason Allen, CFP®, CLU®, CLTC, CAS®

Senior Advisor of Wealth Management Consulting

Jason Allen is the senior advisor in the Wealth Management Consulting Department at Avantax Wealth Management, where he assists affiliated advisors with the growth and success of their financial practices by providing them with the guidance, education and support they need to help their clients achieve their financial goals. He specializes in identifying clients’ insurance needs and works alongside advisors to offer insurance analysis and information on various carriers as well as the products available to Avantax advisors. He began his career at Avantax in 2007 and served as a wealth management consultant prior to receiving his promotion to senior advisor.

Jason received his Bachelor of Business Administration degrees in management and marketing from Texas Tech University and was drawn to the financial services industry because of his interest in the markets and the appeal of the idea of proper planning leading to an ideal retirement becoming a reality. Prior to Avantax, he gained a substantial amount of experience in the industry as a stockbroker at Ameritrade, Inc.; a finance accounting associate at Electronic Data Systems; and an account analyst at Clark Consulting, Executive Benefits Practice. He appreciates that his current role allows him to help advisors and their clients understand that the foundation of any wealth management plan is insurance, and a well-rounded financial plan can help those clients achieve their ideal retirements. He has passed his FINRA Series 7, 24 and 63 exams as well as his Texas Life and Health Insurance exam.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.