Katherine M. Husman

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

• 01/2014 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 01/2014 → Present
  J.P. Morgan Securities Llc
  Dallas, TX

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: LUCKY & GOOD CONSULTING, LLC. POSITION: INVESTOR START DATE: 9/13/2019 ADDRESS: 9115 Dallas, TX DETAILS: FAMILY ASSET PROTECTION CREATED TO HELP MINIMIZE TAX LIABILITY. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-02-12
• S63 Uniform Securities Agent State Law Examination
  2014-02-25

Other Names

• Katie Marie Husman
• Katie Marie Newman
• Katherine Marie Newman
• Katherine Marie Husman
• Katie Husman