Catherine Young Jackson

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-01-23
TX	RA	APPROVED	2024-01-23
NY	RA	APPROVED	2024-01-18

CT RA
APPROVED

Since 2024-01-23
TX RA
APPROVED

Since 2024-01-23
NY RA
APPROVED

Since 2024-01-18

Branch Locations

New York, NY • United States

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States

1230 Avenue Of The Americas, New York, NY 10020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Republic Securities Company, Llc	New York	NY	09/2002	10/2023
First Republic Investment Management, Inc.	New York	NY	02/1998	09/2023
J.P. Morgan Securities Llc	New York	NY	09/2023	Present
Jpmorgan Chase Bank, N.A.	New York	NY	10/2023	Present

09/2002 → 10/2023

First Republic Securities Company, Llc

New York, NY
02/1998 → 09/2023

First Republic Investment Management, Inc.

New York, NY
09/2023 → Present

J.P. Morgan Securities Llc

New York, NY
10/2023 → Present

Jpmorgan Chase Bank, N.A.

New York, NY

Previous Registrations

2002-06-11 → 2025-03-20

J.P. Morgan Private Wealth Advisors Llc

New York, NY

Other Businesses

1) Name: Garrison Forrest School Position: Member of Board of Directors; Treasurer, Co-op 2) Successor Executor for family member if Executor unable to execute his duties.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-08-10
S63	Uniform Securities Agent State Law Examination	1996-01-15

S65 Uniform Investment Adviser Law Examination

1998-08-10
S63 Uniform Securities Agent State Law Examination

1996-01-15

Designations

Other Names

Kit Jackson

View on SEC IAPD