Catalina Valente

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

• 08/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2021 → Present
  Jpmorgan Securities Llc
  New York, NY
• 03/2019 → 08/2019
  Betterplan
  Santiago
• 05/2015 → 02/2019
  Principal Financial Group
  Santiago
• 09/2019 → 06/2021
  University Of Chicago Booth School Of Business
  Chicago, IL
• 07/2021 → 07/2021
  Unemployed
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-06
• S63 Uniform Securities Agent State Law Examination
  2021-09-01

Other Names

• Catalina Valente Stein