Cannon Allen

Experience

• 

  Merrill Lynch

  Jun 2014 - Aug 2016

  Operations

  Operational, administrative, and audit support for three Merrill Lynch offices in the Bay Area

• 

  J.P. Morgan

  Aug 2016 - Mar 2020

  Operational and investment support for a wealth management team servicing a book with $1 billion plus in assets and liabilities under advisement. Serviced institutional relationships among venture capital, private equity, and corporate clients, focused on custody and trading.

  • Senior Associate

    Dec 2019 - Mar 2020

  • Associate

    Aug 2016 - Dec 2019
• 

  Jackson Square Capital, LLC.

  Mar 2020 - Feb 2022

  Investment Advisor

  Acted as wealth advisor to a book of 20-30 UHNW clients, and acted as relationship manager with other members of the financial advisory value chain including CPAs, attorneys, custodians, trust companies, and other investment advisors.

• 

  J.P. Morgan

  Feb 2022 - now

  Wealth Advisor

  I help institutional investors with complex balance sheets navigate challenges in liquidity and the day-to-day management of their firms.Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved Show less