Making your money work for you

We’ll focus on what really matters — and how we’ll get there together.

Jason Allen

President, Allen Investment Management

For more than 20 years, I've helped individuals and families build financial confidence and work toward long-term security through thoughtful, disciplined investing.

Originally from Ireland, I came to the United States on a full Division I soccer scholarship to the University of Vermont. That experience taught me the value of hard work, perseverance, and planning for the future, lessons that continue to shape my approach to both life and investing.

After graduating, I began a career in financial services and later founded Allen Investment Management in 2013. Since then, my focus has remained simple: helping people make informed investment decisions that support their goals and their families' futures.

I believe successful investing doesn't need to be complicated. My approach is pragmatic and focused on the long term, while recognizing that every client's situation, priorities, and aspirations are unique. Rather than chasing trends or relying on complexity, I work to create personalized strategies that align with each client's needs and help them stay on course through changing markets.

Away from work, soccer and community remain important parts of my life. As a UEFA "A" licensed coach, I enjoy mentoring young athletes and helping them develop both on and off the field.

My wife and I live in Lansdowne, Virginia, where we are raising our three daughters. Being a parent reinforces the importance of planning for the future and is a constant reminder of why helping families work toward financial security is so meaningful to me