Kristen Carithers

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

• 01/2017 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2010 → 12/2016
  Total Military Management
  Jacksonville, FL
• 01/2017 → 09/2020
  Bank Of America, Na
  Jacksonville, FL
• 08/2020 → 05/2022
  Fidelity Investments
  Jacksonville, FL
• 05/2022 → 08/2024
  Lpl Financial
  Jacksonville, FL
• 06/2022 → 02/2025
  Merit Financial Group Dba Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → 02/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Ponte Vedra Beach, FL
• 03/2025 → Present
  J.P. Morgan Securities Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2022-07-14 → 2025-02-19
  Merit Financial Advisors
  Jacksonville, FL
  Alpharetta, GA
• 2022-04-14 → 2022-05-11
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2020-09-24 → 2022-01-28
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2017-04-26 → 2020-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-04-23

Other Names

• Kristen Hann
• Kristen Carithers
• Kristen Mabel Carithers