Jonathon Allen, CFP®

Wealth Advisor

"I became a financial advisor to help people tune out the noise, focus on what matters most, and live their best life. It's the most fulfilling thing I do."


  • Skiing: I learned to ski when I was young and have been chasing snow ever since. 

  • Traveling: I try to never visit a place twice unless it's getting Fondue in Paris, then I'd make an exception.

  • Tennis: I may not be the best tennis player you'll ever meet but that doesn't stop me from getting out there and having fun.

Fun Fact

  • I am an Eagle Scout and have logged over 500 hours of community service hours so far in my life.
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No strategy assures success or protects against loss. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.


All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2021 Five Star Wealth Managers.


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, SC, VA, WV.


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Parks Wealth Management


Office: (201) 689-2020

Fax:(201) 689-6850


148 Prospect Street
Second Floor 
Ridgewood, NJ 07450

Check the background of this firm on FINRA's BrokerCheck.