Katharine Colbert Macdonald

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 04/2018
  J.P Morgan Securities Llc.
  Boston, MA
• 08/2012 → 04/2018
  J.P Morgan Chase Bank
  Boston, MA
• 05/2018 → Present
  Raymond James & Associates, Inc.
  Boston, MA

Previous Registrations

• 2012-08-27 → 2018-05-15
  J.P. Morgan Securities Llc
  Boston, MA
• 2011-01-27 → 2012-09-11
  Morgan Stanley
  Waltham, MA

Other Businesses

I WILL BE AN EMPLOYEE OF BOTH J.P. MORGAN SECURITIES LLC AND JPMORGAN CHASE BANK, N.A. ("JPMCB"). JPMCB OFFERS A BROAD RANGE OF PRODUCTS AND SERVICES NATIONWIDE. AS AN EMPLOYEE OF JPMCB, I WILL BE ABLE TO OFFER CERTAIN BANK PRODUCTS AND SERVICES, INCLUDING DEPOSIT AND CREDIT PRODUCTS AND DISCRETIONARY INVESTMENT MANAGEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-26

Other Names

• Katharine Colbert Uber
• Katharine Murrin Colbert