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Edward Jones - Financial Advisor: Alicia Allen

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Sandy, UT
Edward Jones - Financial Advisor: Alicia Allen

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Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrators and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/alicia-allen for more information.
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10/27/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

10/19/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

09/28/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

09/23/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

08/31/2026

As a financial advisor, I focus on helping clients navigate some of life’s most important financial decisions. I also hold the Chartered Financial Consultant®️ certification, reflecting additional education in financial planning topics.

From retirement planning to tax strategies and insurance considerations, it’s about bringing a well-rounded perspective to help you feel confident in where you’re headed. Let’s talk about how this could apply to your situation.

Edward Jones and its financial advisors do not provide tax advice.

Chartered Financial Consultant®️ and ChFC®️are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

08/26/2026

As a financial advisor, I know that protecting wealth is just as important as growing it.

And with scams and fraud on the rise, protecting your financial life is more important than ever.

That’s why I’m excited to announce that Edward Jones has a new relationship with Carefull, a financial safety service, now available at no cost to U.S. clients. This proactive tool monitors financial activity, flags unusual behavior and helps prevent fraud before it escalates. Plus, it allows you to share coverage with a loved one. It’s one more way Edward Jones is committed to helping you protect what matters most.

If you’d like help getting started or want to learn whether it’s a fit for you, let’s connect.

Learn more here: edwardjones.com/Carefull?utm_term=949230&utm_source=facebook&utm_medium=social_media&utm_content=3268243&c3nid=949230_facebook_3268243&c3ch=BranchSocialMedia&EID=MDAwMDAwMDg4MjMwNg%3D%3D

08/24/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

08/21/2026

It's possible to put your whole family on the path to financial success and it starts with you. Learn more about how you can create budgeting solutions for you and your family.

Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/18/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

Address

45 W Sego Lily Drive Suite 104
Sandy, UT
84070

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+13855290555

Website

http://www.edwardjones.com/alicia-allen

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