Kathleen M Black

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

• 07/2018 → 12/2019
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 07/2018 → 12/2019
  Jpmorgan Securities Llc
  Boston, MA
• 05/2017 → 08/2017
  Regions Bank
  Birmingham, AL
• 05/2016 → 04/2017
  U&I Boutique
  Auburn, AL
• 05/2014 → 05/2018
  Auburn University
  Auburn, AL
• 06/2018 → 06/2018
  Unemployed
  Dayton, OH
• 01/2020 → 12/2021
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 01/2020 → 12/2021
  Jpmorgan Securities Llc
  Greenwich, CT
• 12/2021 → 02/2023
  Built Technologies
  Nashville, TN
• 03/2023 → Present
  Jpmorgan Chase Bank, Na
  Greenwich, CT
• 03/2023 → Present
  Jpmorgan Securities Llc
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2023-04-15
• S63 Uniform Securities Agent State Law Examination
  2018-10-01

Other Names

• Katie Grunder
• Kathleen M Grunder
• Kathleen Michelle Grunder
• Kathleen Black
• Katie Black