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The 519 College Savings Plan

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Named after section 529 of the IRS Code, a 529 plan may be a tax-advantaged way to save for future college expenses. Qualified distributions from 529 plans for qualified higher education expenses are exempt from federal income tax. Learn more about the many advantages of these plans at our February 15, 2017 webinar sponsored by the Annie Clarkson Society.​

Kristia A. Adrian
529 Specialist, J.P. Morgan Asset Management

Kristia “Kris” Adrian serves as the 529 Specialist for J.P. Morgan Asset Management.  In her role, Kris travels throughout the country to educate clients and advisors on college planning and The Advisor-Guided 529 Plan using College Planning Essentials.  Previously, Kris was an Internal Client Advisor for over a decade with J.P. Morgan Asset Management building advisory relationships with independent broker-dealers.  She started her career in 2001 as an independent advisor with Royal Alliance Associates, focused on high-net-worth clients and estate planning. 

Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus, OH.

(rev. 2/2017)