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Katelyn Dang

J.P. Morgan Securities LLC

Los Angeles, CA

CRD 7955339

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-09
TX RA APPROVED 2024-12-09
  • CA RA
    APPROVED
    Since 2024-12-09
  • TX RA
    APPROVED
    Since 2024-12-09

Branch Locations

2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Westlake Village CA 07/2024 Present
Jpmorgan Chase Bank, N.A. Westlake Village CA 07/2024 Present
Expedia Group Seattle WA 05/2023 07/2023
Hatch Menlo Park CA 09/2022 12/2022
Wisetack San Francisco CA 05/2022 07/2022
Social Karma Fountain Valley CA 06/2021 08/2021
Taxgroup Partners Pasadena CA 11/2020 01/2021
Claremont Mckenna College Claremont CA 08/2020 05/2024
Unemployed Fountain Valley CA 06/2024 06/2024
Unemployed Fountain Valley CA 07/2014 07/2020
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    Westlake Village, CA
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Westlake Village, CA
  • 05/2023 → 07/2023
    Expedia Group
    Seattle, WA
  • 09/2022 → 12/2022
    Hatch
    Menlo Park, CA
  • 05/2022 → 07/2022
    Wisetack
    San Francisco, CA
  • 06/2021 → 08/2021
    Social Karma
    Fountain Valley, CA
  • 11/2020 → 01/2021
    Taxgroup Partners
    Pasadena, CA
  • 08/2020 → 05/2024
    Claremont Mckenna College
    Claremont, CA
  • 06/2024 → 06/2024
    Unemployed
    Fountain Valley, CA
  • 07/2014 → 07/2020
    Unemployed
    Fountain Valley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2024-12-09
Other Names
  • Katelyn Quynh-Anh Dang

View on SEC IAPD

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