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Jackson L. Allen, CFP®
Wealth Advisor

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jackson@diversifiedllc.com
Phone: 302-765-3500
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Jackson joined the Diversified team in 2024. Before joining Diversified, Jackson worked in family office administration, helping clients and families with $1B+ in assets. Jackson has previous experience in Institutional Trust administration with Foundations, Endowments, and Corporate Managed Funds. His wide range of client experiences created a passion to help all clients achieve peace of mind, their own personal goals, and financial freedom.

Jackson graduated from Campbell University with a bachelor’s in Trust and Wealth Management, and a Masters of Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ certificant.

Outside of Diversified, Jackson loves to run, travel, and spend time with his fiancé LeAnn and their rescue puppy, Penny.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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