Unclaimed
Katherine Mullen is a registered representative of J.p. Morgan Investment Management Inc. Katherine has been in the industry since at least April 2022 and has a total of one current registration. Katherine's current registration with J.p. Morgan Investment Management Inc. is in Texas. Katherine is employed by J.p. Morgan Investment Management Inc. in their New York, NY office. Katherine has specialized in various areas including portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Katherine also has experience in pension consulting and educational seminars. Katherine has worked at several financial institutions, including JPMorgan Chase Bank, N.A. and Pacific Investment Management Company, LLC/PIMCO in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
10/30/2024 - Present
J.p. Morgan Investment Management Inc. (NEW YORK NY)
Active
Inactive
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