JR
James Robert Allen
CRD 1882869
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Anchor Bay Capital, Inc. | Registered representative | 07/20/2026 |
| Anchor Bay Private Wealth Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Anchor Bay Capital, Inc.
President · 25% – 50% · Mar 2024
-
Anchor Bay Private Wealth Llc
Ceo · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗