Katherine Webb

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 03/2026 → Present
  Id Hot Yoga
  New York, NY
• 01/2026 → 02/2026
  Unemployed
  New York, NY
• 09/2025 → 12/2025
  Fordham University
  New York, NY
• 06/2025 → 08/2025
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2024 → 05/2025
  Unemployed
  New York, NY
• 06/2024 → 08/2024
  Merrill Lynch
  New York, NY
• 09/2023 → 05/2024
  Unemployed
  Norwood , NJ
• 06/2021 → 08/2023
  Il Buco Al Mare
  Amagansett, NY
• 07/2016 → 05/2021
  Unemployed
  Norwood, NJ

Other Businesses

NAME OF OTHER BUSINESS:ID Hot Yoga IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:72 Allen Street,New York,NY,10002,USA NATURE OF OTHER BUSINESS:Yoga Studio YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2026-03-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:12 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Work front of house, check people into class, clean the studio in between classes. IS THIS A RESIDENTIAL ADDRESS?:No

Exams

• S66 Uniform Combined State Law Examination
  2026-08-22

Other Names

• Katie Webb