Jason C. Allen, CFP^®

Camden National Bank

7 Country Woods Rd
Saco, ME 04072-9618

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Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$700,000

General

Jason Allen is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Camden National Bank in Saco, ME and the surrounding communities.

Financial Advisor Overview

We are a wealth management practice within Camden National Bank. We work with high net worth clients with investable assets above $700kish. We work with private clients, non-profits, business owners, retirees, etc. There are a lot of ways we can add value to folks financial lives. We can act as a trustee or Personal Rep on estates, if it makes sense for us and the clients to do so. We can do tax planning, trust/estate planning, insurance planning, retirement planning. We have a full in-house research team for investment planning.

Financial Advisor Experience

I started in the industry in the early 2010s working for Morgan Stanley as a Financial Planning Associate. I spent 12 years at a $9B RIA in Portland, ME before moving over to working for Camden National Bank. I have experiences in all aspects of financial planning including taxes, insurance, trust/estate, college planning, etc. I have worked with all demographics from young folks accumulating wealth to high net worth retirees planning for the next generation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances