Katie Carter

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2023 → 06/2025
  Georgie G. Snyder Center For Business Communication
  Lubbock, TX
• 10/2022 → 06/2025
  Texas Tech University Writing Centers
  Lubbock, TX
• 08/2022 → 06/2025
  Texas Tech University
  Lubbock, TX
• 06/2024 → 08/2024
  Jpmorgan Chase Bank
  Houston, TX
• 08/2021 → 12/2023
  National Veterinary Associates
  Spring, TX
• 07/2021 → 08/2022
  Pet Spas Of America Dba Pet Spas & Suites
  Spring, TX
• 05/2021 → 10/2021
  Memorial Northwest
  Spring, TX
• 05/2020 → 08/2021
  Sideline Spirit
  Spring, TX
• 05/2020 → 09/2020
  Expedition School
  Spring, TX
• 08/2019 → 05/2020
  The Sweetporium
  Spring, TX
• 07/2015 → 07/2019
  Unemployed
  Spring, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-08-22

Other Names

• Katie Lynn Scott
• Katie Scott