Caitlin Bernatt
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Caitlin Bernatt? 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- J.P. Morgan Securities LLCMar 2025 to now
- JPMorgan Chase Bank, N.A.Mar 2025 to now
- Bank of America, N.A.Jul 2022 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Mar 2025
- UnemployedApr 2022 to Jun 2022
- Northeast Research InstituteJan 2022 to Mar 2022
- Ackerman Cancer CenterSep 2020 to Dec 2021
- Mass MarketsAug 2020 to Mar 2021
- Mci - ValorAug 2020 to Oct 2020
- On Brand 24Aug 2020 to Sep 2020
- Globe Life Insurance - Liberty National DivisionApr 2019 to Mar 2020
- Aurora Diagnostics Bernhardt LaboratoryJan 2018 to Apr 2019
- The Dance ShackJun 2017 to Sep 2020
- University of North FloridaMay 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7597494
- Firm CRD
- 79