Katherine Elizabeth Snider

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

• 07/2022 → Present
  J.P. Morgan Securities Llc
  Charlotte, NC
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Charlotte, NC
• 12/2020 → 07/2021
  Fresh Prints
  New York, NY
• 08/2018 → 05/2022
  The University Of Virginia
  Charlottesville, VA
• 08/2015 → 07/2018
  Unemployed
  Baltimore, MD
• 06/2022 → 06/2022
  Unemployed
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2022-11-14

Other Names

• Katherine Elizabeth Snider
• Katherine Snider
• Katherine Elizabeth Devries Snider