Kaitlyn Eeva Roegner

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

• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Cleveland, OH
• 10/2025 → Present
  J.P. Morgan Securities Llc
  Cleveland, OH
• 06/2025 → 09/2025
  Parker Hannifin
  Cleveland, OH
• 08/2024 → 05/2025
  Duke Alumni Center
  Durham, NC
• 06/2024 → 08/2024
  American Center For Law And Justice
  Washington D.C., DC
• 05/2023 → 08/2023
  Strive Asset Management
  Dublin, OH
• 06/2022 → 08/2022
  State Representative Bob Young
  Green, OH
• 05/2020 → 08/2020
  Bill Roemer For State Representative
  Richfield, OH
• 08/2021 → 05/2025
  Duke University
  Durham, NC
• 06/2021 → 07/2021
  Gemco
  Hudson, OH
• 08/2013 → 04/2020
  Unemployed
  Hudson, OH
• 09/2020 → 05/2021
  Unemployed
  Hudson, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-12-22

Other Names

• Kaitlyn E Roegner
• Kaitlyn Roegner