Kaylee Lauren Abitz

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

• 06/2010 → 07/2017
  Dr. Jack Tom Dermatologist
  Stony Brook, NY
• 07/2017 → 06/2019
  Schweiger Dermatology
  Smithtown, NY
• 07/2019 → 05/2023
  Fidelity Brokerage Services Llc
  Roslyn, NY
• 05/2023 → Present
  J.P. Morgan Securities Llc
  Oceanside, NY
• 05/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Oceanside, NY
• 07/2019 → 04/2023
  Fidelity Investments
  Roslyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-06-08
• S63 Uniform Securities Agent State Law Examination
  2022-02-18

Other Names

• Kaylee L Reddo
• Lisa Reddo
• Kaylee Lauren Reddo