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

Markets

3 top-of-mind lessons in the current market environment

July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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