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

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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