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Jennifer Megan kilpatrick Mccarthy

Investment adviser representative at William Blair & Company L.L.C.
14 yearsExperience
20 statesRegistered in
$64.3BFirm assets
78 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. William BlairMay 2026 to now
  2. Willliam BlairMay 2026 to now
  3. Stifel NicolausJul 2012 to now

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 20 states (AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NY, OH, SC, TX).

William Blair & Company L.L.C.

$64.3BAssets managed
38,171Clients
329Advisers
78 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
6097739
Firm CRD
1252
Advisor's SEC record (opens in a new tab)
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