Kaitlin Nicole Lepre

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 01/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2017 → 07/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2017 → 03/2018
  Bb&T Securities
  King Of Prussia, PA
• 04/2018 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 06/2021 → Present
  Janney Montgomery Scott Llc
  Mt. Laurel, NJ

Previous Registrations

• 2018-10-17 → 2021-06-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-15
• S63 Uniform Securities Agent State Law Examination
  2017-03-23

Other Names

• Kaitlin N Hewitson
• Kaitlin Hewitson
• Katie Hewitson
• Kaitlin Nicole Hewitson