Katelyn Dang
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Katelyn Dang? 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 LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- UnemployedJun 2024 to Jun 2024
- Expedia GroupMay 2023 to Jul 2023
- HatchSep 2022 to Dec 2022
- WisetackMay 2022 to Jul 2022
- Social KarmaJun 2021 to Aug 2021
- Taxgroup PartnersNov 2020 to Jan 2021
- Claremont Mckenna CollegeAug 2020 to May 2024
- UnemployedJul 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7955339
- Firm CRD
- 79