Kaitlyn Radmall
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JP Morgan Chase Bank N.A.Jul 2024 to now
- Utah State MbaMay 2024 to Jul 2024
- Utah State University - Jon M Huntsman School of BusinessAug 2023 to Jan 2024
- JPMorgan Chase BankJun 2023 to Aug 2023
- Banyan Growth PartnersDec 2022 to Jun 2023
- University Growth FundMay 2022 to Nov 2022
- Utah State MbaMay 2022 to Oct 2022
- The Center for Growth and Opportunity At Utah State UniversityAug 2021 to Aug 2022
- Utah State UniversityAug 2020 to May 2024
- Utah State MbaJun 2020 to Aug 2021
- UnemployedSep 2019 to May 2020
- Utah State UniversityJun 2018 to Aug 2019
- Snow Storm Cache Valley Shaved Ice LLCMay 2018 to Aug 2018
- UnemployedJul 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7955448
- Firm CRD
- 79