Katherine HusmanCRD Number: 6289875
Current Firm: J.p. Morgan Securities LLC
Katherine Husman (CRD# 6289875) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 7 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Jpmorgan Chase Bank, N.a.||Dallas, TX||Jan 2018 - Current||4|
|Jp Morgan Securities LLC||Dallas, TX||Jan 2014 - Current||8|
|Jpmorgan Chase Bank||Dallas, TX||Jan 2014 - Current||8|
|Wells Fargo Home Mortgage||Dallas, TX||Apr 2009 - Jan 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S66||NASAA Uniform Combined State Law Examination||Feb 2018|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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