Katelyn Tinsley
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Katelyn Tinsley? 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
10 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- Morgan StanleyAug 2024 to May 2025
- Equitus.aiJan 2023 to Aug 2024
- StarbucksMay 2022 to Jan 2023
- Jersey MikesOct 2021 to Apr 2022
- Jersey MikesApr 2021 to Sep 2021
- Home DepotApr 2021 to Jun 2021
- Golden ChinaDec 2020 to Apr 2021
- UnemployedNov 2020 to Nov 2020
- Universal Performing Arts CenterMay 2020 to Oct 2020
- UnemployedApr 2020 to Apr 2020
- Golden ChinaDec 2019 to Mar 2020
- Universal Performing Arts CenterApr 2019 to Mar 2020
- UnemployedAug 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7965745
- Firm CRD
- 79