Caitlin HubbellCRD 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 New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|J.p. Morgan Securities LLC||New York, NY||Jul 2021 - Current||< 1|
|Jpmorgan Chase Bank, N.a.||New York, NY||Jul 2021 - Current||< 1|
|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|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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)
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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