Katelyn Jeri O'HAra

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2021 → 09/2024
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2021 → 09/2024
  Jpmorgan Securities Llc
  New York, NY
• 07/2019 → 04/2021
  Goldman Sachs
  Warsaw
• 07/2018 → 09/2018
  Goldman Sachs
  Warsaw
• 07/2017 → 08/2017
  Atc Language School
  Dublin
• 08/2014 → 06/2017
  Rosshouse B&B
  Roscommon
• 05/2018 → 06/2018
  Rosshouse B&B
  Roscommon
• 09/2017 → 12/2017
  Rosshouse B&B
  Roscommon
• 01/2018 → 04/2018
  Unemployed
  Toronto
• 09/2018 → 06/2019
  Unemployed
  Dublin
• 10/2024 → Present
  Ubs Financial Services, Inc
  Coral Gables, FL

Previous Registrations

• 2023-08-29 → 2024-09-17
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-29
• S63 Uniform Securities Agent State Law Examination
  2021-11-18

Other Names

• Katelyn J O'HAra
• Katelyn Jeri O'HAra
• Katelyn J Ohara
• Katelyn O'HAra