• Jonathan Allred

    Managing Partner

For Jon, the decision to become a financial advisor was a simple one – he had watched his father help hard-working families establish and achieve goals over the years and wanted to dedicate himself to the same work of making a difference in people's lives through long-term relationships built on trust and respect.

Jon is skilled in Portfolio Construction, Asset Allocation and Risk Management. He believes in a comprehensive approach to goal planning and asset management that takes into account the specific situation of each client. He also provides clients with an array of comprehensive services including retirement planning, trust and estate planning, cash management as well as banking services through our affiliate Raymond James Bank.

He received his Bachelor of Business Administration from the University of Texas at Arlington, and is a member of the board of directors of the Texas Historical Foundation, serving on the finance committee.

Jon resides in Coppell with his wife, Emalie and sons Jonathan, Jr. and Nolan. He is actively involved in the Mineralogical Association of Dallas and enjoys fly fishing.