Kaitlin
Walsh

J.P. Morgan Securities LLC

CRD#4993635
Investment Advisor
in New York, NY
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About this Advisor

Kaitlin Walsh is a certified financial planner working in New York, New York, who has been in the financial industry for 12 years. Walsh works at J.P. Morgan Securities LLC. During their career, the advisor has held roles at University Of San Francisco, Jp Morgan, Patxi'S Chicago Pizza (Layer LLC), Bloom Energy, True Capital Management, Chase Investment Services Corp, J.P. Morgan Securities LLC, New York Life Investments, Hsbc Bank Usa N.A and Hsbc Securities (Usa) Inc. Walsh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Texas. J.P. Morgan Securities LLC is a registered investment business that has its headquarters in New York, New York. It has offices in 5,365 locations and a total of 5,713 advisors. It has $113 billion in assets across its 505,984 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 190 charities and foundations. Of its 505,984 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by J.P. Morgan Securities LLC can be comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

214 Broadway
New York, NY 10038

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

NY Average: $7,464,549,021
Total Number of Employees

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kaitlin Walsh Work History

Kaitlin has 12 years of experience.

2015 - Present (4 years)

J.P. Morgan Securities LLC

2014 - 2015 (1 year)

Hsbc Bank Usa N.A

2014 - 2015 (1 year)

Hsbc Securities (Usa) Inc

2013 - 2014 (1 year)

New York Life Investments

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Chase Investment Services Corp

2010 - 2011 (1 year)

Jp Morgan

2009 - 2010 (1 year)

Patxi'S Chicago Pizza (Layer LLC)

2009 - 2009 (< 1 year)

Bloom Energy

2008 - 2008 (< 1 year)

True Capital Management

2006 - 2010 (4 years)

University Of San Francisco

Disclosures

Kaitlin Walsh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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