Katherine Stewart

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

• 09/2018 → 04/2020
  Blackrock
  New York, NY
• 09/2018 → 03/2020
  Blackrock Investments, Llc
  New York, NY
• 06/2018 → 08/2018
  Unemployed
  New York, NY
• 05/2017 → 12/2017
  Credit Suisse - Adecco
  New York, NY
• 08/2015 → 05/2018
  Adelphi University
  Garden City, NY
• 08/2020 → Present
  Jpmorgan Securities Llc
  White Plains, NY
• 08/2020 → Present
  Jpmorgan Chase Bank Na
  White Plains, NY
• 04/2020 → 07/2020
  Unemployed
  New York, NY

Other Businesses

Effective 8/24/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-01
• S63 Uniform Securities Agent State Law Examination
  2019-07-11

Other Names

• Katherine A Ferris
• Katherine Stewart
• Katherine Anne Stewart