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

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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