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Kaitlin Martinez

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. J.P. Morgan Securities LLCJun 2026 to now
  2. JPMorgan Chase Bank, N.A.Jun 2026 to now
  3. UnemployedApr 2026 to May 2026
  4. Expressive WealthAug 2025 to Mar 2026
  5. UnemployedJul 2025 to Jul 2025
  6. TrusthouseFeb 2024 to Jun 2025
  7. Oreka WealthSep 2023 to Oct 2024
  8. UnemployedJul 2023 to Aug 2023
  9. J.P. Morgan Securities LLCNov 2015 to Jun 2023
  10. JPMorgan ChaseNov 2015 to Jun 2023

Exams passed

  • Series 66 · Uniform Combined State Law2012
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

J.P. Morgan Securities LLC

$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4993635
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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