Katelyn Wallace
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCJul 2023 to now
- JPMorgan Chase Bank, N.A.Jul 2023 to now
- UnemployedJun 2023 to Jun 2023
- JPMorgan Chase Bank, N.A.Jun 2022 to Aug 2022
- University of New Hampshire Career & Professional Success OfficeAug 2021 to May 2023
- Otis Elevator CoJun 2021 to Aug 2021
- Madison Coffee HouseMay 2020 to May 2021
- University of New HampshireAug 2019 to May 2023
- UnemployedJul 2019 to Jul 2019
- Essex Savings BankDec 2017 to Jun 2019
- Unemployed - StudentOct 2017 to Nov 2017
- UnemployedJul 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7782649
- Firm CRD
- 79