Katherine Furlong Meskell

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

• 08/2014 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2014 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 03/2024 → Present
  Estate Of Eileen Smith
  Garden City, NY

Other Businesses

Entity Name: Estate of Eileen Smith Investment related: No Address: Garden City, NY 11530 Nature of the other business: Executor Position/Title/Relationship: Employee/Contractor Start Date: 03/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be serving as executor of the estate of my late aunt. I will gather and distribute assets, as well as coordinate with beneficiaries. This will involve bank accounts (held at JPMC and elsewhere), securities and real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-11
• S63 Uniform Securities Agent State Law Examination
  2014-08-29

Other Names

• Katherine Furlong
• Katherine Claire Furlong
• Kate Meskell
• Kate C Meskell
• Kate Claire Meskell
• Katherine Claire Meskell