Caitlin Hubbell

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

• 07/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2021 → 06/2021
  Ubs
  Southampton, NY
• 06/2016 → 08/2018
  Vineyard Vines
  East Hampton, NY
• 06/2017 → 08/2017
  T-Gallery
  Southampton, NY
• 08/2017 → 05/2021
  Villanova University
  Villanova, PA
• 05/2019 → 08/2019
  Unemployed
  Southampton, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-12-07

Other Names

• Caitlin M Hubbell
• Caitlin Marguerite Hubbell