Katherine S Grant

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 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 06/2016 → 07/2018
  First Ascent Charitable Foundation
  Stamford, CT
• 06/2021 → Present
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 06/2021 → Present
  Jpmorgan Securities Llc
  Greenwich, CT

Previous Registrations

• 2018-12-05 → 2021-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-12-04

Other Names

• Katherine Grant
• Katherine Stanhope Grant