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Jay Allen Location
Birmingham, AL, US
Jay Allen Work
Managing Director @ (December 2025 - Present)
Partner @ (July 2021 - December 2025)
Senior Wealth Strategist @ (September 2012 - July 2021)
Director @ GenSpring Family Offices (November 2006 - September 2012)
Wealth Management Specialist @ Morgan Keegan (November 2003 - November 2006)
Senior Consultant @ Perigee Group (May 2002 - November 2003)
Tax Senior @ Arthur Andersen (September 1998 - May 2002)
Jay Allen Education
University of Mississippi School of Law
JD (Law)
1995-1998
University of Mississippi
BA (Accounting)
1991-1995
Jay Allen Skills
Trust Services
Estate Planning
Consulting
Project Management
International Tax
SDLC
Integration
Jay Allen Summary
Jay Allen, based in Birmingham, AL, US, is currently a Managing Director at Stonegate Investment Group. Jay Allen brings experience from previous roles at Stonegate Investment Group, UBS, GenSpring Family Offices and Morgan Keegan. Jay Allen holds a 1995 - 1998 JD in Law @ University of Mississippi School of Law. With a robust skill set that includes Trust Services, Estate Planning, Consulting, Project Management, International Tax and more. Jay Allen has 1 emails and 1 mobile phone numbers on RocketReach.
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