JP Allen

Senior Analyst

JP is a senior analyst at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. In this role, he assists principals in planning and executing investment banking transactions. JP works with clients from a wide variety of industries, including technology, manufacturing, distribution and healthcare.

JP is experienced in financial analysis and research, having previously worked as a supervisor at the Bank of New York Mellon. He received his BS in Finance and MBA from Stetson University.