Caitlin Hubbell, financial advisor Greenvale NY

Caitlin Hubbell

CRD Number: 7326888
Current Firm: J.p. Morgan Securities LLC

Caitlin Hubbell (CRD# 7326888) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenvale, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Jul 2021 - Current 2
Jpmorgan Chase Bank, N.a. New York, NY Jul 2021 - Current 2
Ubs Southampton, NY Jan 2021 - Jun 2021 < 1
Villanova University Villanova, PA Aug 2017 - May 2021 3
Unemployed Southampton, NY May 2019 - Aug 2019 < 1
Vineyard Vines East Hampton, NY Jun 2016 - Aug 2018 2
T-gallery Southampton, NY Jun 2017 - Aug 2017 < 1
Unemployed Southampton, NY Jun 2011 - May 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Caitlin Hubbell
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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