Kate Valentina Hidalgo

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

• 06/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2022 → 05/2025
  University Of Rochester
  Rochester, NY
• 08/2021 → 05/2025
  University Of Rochester
  Rochester, NY
• 09/2019 → 04/2025
  Barley On The Hudson
  Tarrytown, NY
• 01/2024 → 01/2025
  Hypatia Capital Group
  Rochester, NY
• 06/2024 → 08/2024
  Jpmorgan
  New York, NY
• 06/2023 → 08/2023
  Jpmorgan
  New York, NY
• 08/2022 → 12/2022
  Unidosus (Formerly National Council Of La Raza)
  Washington, DC
• 07/2019 → 07/2021
  Abercrombie & Fitch Co.
  White Plains, NY
• 09/2020 → 11/2020
  Party City
  White Plains, NY
• 06/2019 → 06/2019
  Unemployed
  Elmsford, NY
• 05/2018 → 05/2019
  Oasis Bakery
  Elmsford, NY
• 07/2015 → 04/2018
  Unemployed
  Elmsford, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-09-06