Katharine Lynn Newell
Investment adviser representative at Painted Porch Advisors LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$571.9MFirm assets
Are you Katharine Lynn Newell? Claim your profile
Contact this firm
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
11 years in the industry.
- Painted Porch Advisors LLCAug 2025 to now
- JPMorgan Chase Bank NAJul 2024 to Jul 2025
- University of Texas At Austin Mccombs School of BusinessAug 2022 to May 2024
- Dimensional Fund AdvisorsAug 2015 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Painted Porch Advisors LLC
$571.9MAssets managed
297Clients
14Advisers
4 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
- 6953300
- Firm CRD
- 304375