
William Allen Jr
Investment Consultant

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About me
Executive Director @ J.P. Morgan | Experienced Business Development Leader
Education

Florida Agricultural and Mechanical University
-Bachelor of Science (B.S.) Economics
Experience

Deutsche Bank
Jun 2011 - May 2014Investment Consultant
Nuveen
May 2014 - Oct 2017Institutional Asset Management, Global Consultant Relations
Morgan Stanley
Oct 2017 - Apr 2023Executive Director, Senior Business Development Manager
Jan 2023 - Apr 2023First Vice President, Senior Business Development Manager
May 2021 - Jan 2023Vice President, Associate Complex Manager
Feb 2020 - May 2021Business Development Manager
Oct 2017 - Feb 2020

J.P. Morgan
May 2023 - nowExecutive DirectorElectronic 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. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities 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
Licenses & Certifications

65
FINRA
63
FINRA
7
FINRA
10
FINRA
9
FINRA
24
FINRA
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