Kaitlyn M.
Vice President- Investments I Private Client Advisor at J.P. Morgan Wealth Management
- Role
- Private Client Advisor at J.P. Morgan
- Location
- Providence County, RI, US
- LinkedIn followers
- 500 followers
About Kaitlyn M.
Graduate of Bryant University with a Bachelor\'s of Science in Business Administration, with dual concentrations in Entrepreneurship and Management. Insightful, results-driven professional, dedicated and focused, with a keen sense of urgency; ablility to prioritize and complete multiple tasks, and follow through to not only achieve, but exceed goals.
Experience
Private Client Advisor
Feb 2023 — Present · Needham, MA, US
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important 2023 JPMorgan Chase & Co. All rights reserved
Education
Bentley University
Finance and Accounting , Business
2013
Bryant University
Bachelor of Science - BS, Entrepreneurship & Management
2013 — 2016
Saint Mary Academy Bay View
High School, Regular/General High School/Secondary Diploma Program
2005 — 2009
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