About Stephanie

Stephanie Allen is a Client Associate with J.P. Morgan Wealth Management.

As a member of The Miller Group, she provides client service and operational support for sophisticated clients. Stephanie's responsibilities include addressing inquiries and coordinating the operational aspects of the team. She serves as a dedicated resource for all client concerns.

Stephanie Allen graduated from The University of Iowa. She began her career at J.P.Morgan Chase in 2010.

She holds FINRA Series 7, 63 and 65 securities licenses.

Outside of work, Stephanie enjoys spending time with her family, visting local coffee shops and traveling to new destinations.

Insights

Outlook

2025 Outlook update: How to parse policy uncertainty

March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets

The bull side, the bear side and the reality

March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate

What to know about tax-aware borrowing

March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
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