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

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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