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Katharine Lynn Newell

Painted Porch Advisors LLC

Santa Barbara, CA

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Current Employers
Painted Porch Advisors Llc

115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-08
  • CA RA
    APPROVED
    Since 2025-10-08

Branch Locations

115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dimensional Fund Advisors Austin TX 08/2015 06/2022
Jpmorgan Chase Bank Na Westlake Village CA 07/2024 07/2025
University Of Texas At Austin Mccombs School Of Business Austin TX 08/2022 05/2024
Painted Porch Advisors Llc Santa Barbara CA 08/2025 Present
  • 08/2015 → 06/2022
    Dimensional Fund Advisors
    Austin, TX
  • 07/2024 → 07/2025
    Jpmorgan Chase Bank Na
    Westlake Village, CA
  • 08/2022 → 05/2024
    University Of Texas At Austin Mccombs School Of Business
    Austin, TX
  • 08/2025 → Present
    Painted Porch Advisors Llc
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-24
  • S66 Uniform Combined State Law Examination
    2024-06-24
Designations
Other Names
  • Katie Newell
  • Katharine Newell
  • Katharine Lynn Newell
  • Katharine L Newell

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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