Catherine Mcinerney

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2020 → Present
  Jpmorgan Chase Bank Na
  Philadelphia, PA
• 06/2020 → Present
  Jpmorgan Securities Llc
  Philadelphia, PA
• 05/2019 → 08/2019
  Jpmorgan Chase & Co
  Philadelphia, PA
• 01/2017 → 05/2020
  Office Of Undergraduate Admissions
  Columbia, SC
• 01/2018 → 12/2018
  Pope Flynn Llc
  Columbia, SC
• 04/2014 → 12/2019
  Arpeggio Restaurant
  Spring House, PA
• 08/2016 → 05/2020
  University Of South Carolina
  Columbia, SC
• 05/2019 → 06/2019
  New Team Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-23
• S63 Uniform Securities Agent State Law Examination
  2020-09-29

Other Names

• Catherine K Mclnerney
• Catherine Kelly Mcinerney