Allen Jackson

Operations Associate

Allen 2025 - headshot - cropped

As an Operations Associate, Allen leverages his diverse experience in financial services and hospitality, combining analytical skills with a strong ability to solve problems for the Glassman Wealth team. His ability to provide top-notch customer service and create strong client relationships makes him an asset to the team and the quality of service our team strives to provide.

Before joining Glassman Wealth, Allen honed his skills in client operations as a Fixed Income Operations Associate, focusing on supporting cash fixed income transactions for institutional clients across various products and markets. He also brings extensive expertise in client onboarding and process optimization.

Allen earned his Bachelor of Science degree in Sport Management from the University of Delaware.

Fun Fact: Allen is a self-taught video editor who applied his skills to launch his own gaming channel on YouTube.

More Team Members:

Founder and President
Barry Glassman, CFP®
Principal and Client Advisor
Travis Russell, CFP®
Principal and Client Advisor
Lindsay Shetterly, CIMA®, CES™
Principal and Client Advisor
Eric Dunner, J.D., CFP®
Chief Operating Officer
Laura Cheplak

*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Glassman Wealth Services is engaged, or continues to be engaged, to provide investment advisory services.