Cannon Allen

About Cannon Allen

Our team focuses on financial needs of investors, funds, founders, and companies in the venture capital ecosystem. I specialize in delivering high touch service to registered investment advisors and portfolio companies in need of trading, custody, lending, and advisory support.

Experience

1. Wealth Advisor

   J.P. Morgan

   Feb 2022 — Present · San Francisco, CA, US

   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: 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: 2023 JPMorgan Chase & Co. All rights reserved

Education

• University of North Carolina at Chapel Hill

  Bachelor of Science (B.S.)

  2009 — 2013

• University of North Carolina at Chapel Hill

  Bachelor of Science (BS)

  2009 — 2013

Skills

• Customer Service
• Social Networking
• Marketing
• Venture Capital
• Public Speaking
• Social Media
• Microsoft Excel
• Equities
• Event Planning
• Private Equity
• Leadership
• Microsoft Office
• Sales
• Bloomberg
• Asset Management
• Data Analysis
• Trading
• Microsoft Word
• Research