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Kathryn Alethe Hall

J.P. Morgan Securities LLC

Ponte Vedra Beach, FL

CRD 1611653

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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
TX RA APPROVED 2022-11-16
FL RA APPROVED 2022-05-18
  • TX RA
    APPROVED
    Since 2022-11-16
  • FL RA
    APPROVED
    Since 2022-05-18

Branch Locations

820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • 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
Seaside Bank Ponte Vedra Beach FL 01/2009 01/2022
J.P. Morgan Securities Llc Ponte Vedra Beach FL 03/2022 Present
Jpmorgan Chase Bank, N.A. Ponte Vedra Beach FL 03/2022 Present
Unemployed Jacksonville Beach FL 02/2022 02/2022
Beaches Habitat For Humanity, Inc. Atlantic Beach FL 09/2017 06/2023
  • 01/2009 → 01/2022
    Seaside Bank
    Ponte Vedra Beach, FL
  • 03/2022 → Present
    J.P. Morgan Securities Llc
    Ponte Vedra Beach, FL
  • 03/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Ponte Vedra Beach, FL
  • 02/2022 → 02/2022
    Unemployed
    Jacksonville Beach, FL
  • 09/2017 → 06/2023
    Beaches Habitat For Humanity, Inc.
    Atlantic Beach, FL
Previous Registrations
  • 2006-04-05 → 2007-04-25
    Truist Investment Services, Inc.
    Jacksonville, FL
    Amelia Island, FL
    Fernandina Beach, FL
    Jacksonville, FL
    Saint Augustine, FL
    Jacksonville, FL
    Jacksonville, FL
    Tallahassee, FL
    Jacksonville, FL
    Saint Augustine, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Neptune Beach, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Orange Park, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Ponte Vedra Beach, FL
    Orange Park, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Ponte Vedra Beach, FL
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
S63 Uniform Securities Agent State Law Examination 1994-03-09
  • S66 Uniform Combined State Law Examination
    2022-04-29
  • S63 Uniform Securities Agent State Law Examination
    1994-03-09
Other Names
  • Kathryn A Kochsiek
  • Kathryn Alethe Kochsiek
  • Kathy Kochsiek
  • Kathryn A Kochsiek
  • Kathryn A Hall

View on SEC IAPD

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Nearby Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL

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