Stephanie Nicole Allen

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 03/2022 → Present
  Provident 53 - Mesa 112, Llc
  Dover, DE
• 05/2025 → Present
  Provident 99 - Modern City Industrial, Llc
  Downers Grove, IL
• 01/2026 → Present
  Provident 104 - 549 Randolph Llc
  Chicago, IL

Other Businesses

Entity Name: Provident 104 - 549 Randolph LLC Investment related: No Address: 549 W. Randolph, Chicago, IL 60661 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/22/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owns office building 549 W. Randolph, Chicago, IL 60661 Entity Name: Provident 99 - Modern City Industrial, LLC Investment related: No Address: 3113 Woodcreek Dr, Downers Grove, IL 60515 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate Investment Entity Name: Provident 53 - Mesa 112, LLC Investment related: No Address: 838 Walker Road, Suite 21-2, Dover, DE 19904 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/17/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Industrial real estate building purchase. The Ross B Allen Trust dtd 06/30/2019 owns 5% of this entity. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-27
• S63 Uniform Securities Agent State Law Examination
  2013-03-09

Other Names

• Stephanie Balandrin
• Stephanie Nicole Balandrin