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Kaitlyn D Winn
Kaitlyn Lehman, Kaitlyn Dawn Winn
CRD#: 6099434
IA
Investment Adviser
B
Broker
J.P. MORGAN SECURITIES LLCCRD#: 79 805 SW Broadway
Portland, OR 97205
Registration History
2017201820192020202120222023202420252026IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2024 - Present (<1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2023 - Present (1 year)IAJ.P. MORGAN PRIVATE WEALTH ADV... (CRD# 108559)2018 - Present (7 years)BFIRST REPUBLIC SECURITIES COMP... (CRD# 105108)2017 - 2023 (6 years)
License(s)

State Registrations

B
Alabama 3/21/2024

B
Nevada 3/21/2024

B
Alaska 3/21/2024

B
New Hampshire 3/21/2024

B
Arizona 9/29/2023

B
New Jersey 3/21/2024

B
Arkansas 3/21/2024

B
New Mexico 3/21/2024

B
California 9/29/2023

B
New York 9/29/2023

B
Colorado 9/29/2023

B
North Carolina 3/21/2024

B
Connecticut 9/29/2023

B
North Dakota 3/21/2024

B
Delaware 3/21/2024

B
Ohio 3/22/2024

B
District of Columbia 3/21/2024

B
Oklahoma 9/29/2023

B
Florida 9/29/2023

IA
Oregon 1/3/2018

B
Georgia 3/21/2024

B
Oregon 9/29/2023

B
Hawaii 9/29/2023

B
Pennsylvania 3/21/2024

B
Idaho 3/21/2024

B
Puerto Rico 3/21/2024

B
Illinois 3/21/2024

B
Rhode Island 3/21/2024

B
Indiana 3/21/2024

B
South Carolina 3/21/2024

B
Iowa 3/21/2024

B
South Dakota 3/21/2024

B
Kansas 3/21/2024

B
Tennessee 3/21/2024

B
Kentucky 3/21/2024

B
Texas 3/21/2024

B
Louisiana 3/21/2024

IA
Texas 3/21/2024

B
Maine 3/21/2024

B
Utah 9/29/2023

B
Maryland 3/21/2024

B
Vermont 3/21/2024

B
Massachusetts 9/29/2023

B
Virgin Islands 3/21/2024

B
Michigan 3/21/2024

B
Virginia 3/21/2024

B
Minnesota 3/21/2024

B
Washington 9/29/2023

B
Mississippi 3/21/2024

B
West Virginia 3/21/2024

B
Missouri 3/21/2024

B
Wisconsin 3/21/2024

B
Montana 3/21/2024

B
Wyoming 3/21/2024

B
Nebraska 3/21/2024

SRO Registrations

B
BOX Exchange LLC

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe C2 Exchange, Inc.

B
Cboe EDGA Exchange, Inc.

B
Cboe EDGX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Investors' Exchange LLC

B
Long-Term Stock Exchange, Inc.

B
MEMX LLC

B
MIAX Emerald, LLC

B
MIAX PEARL, LLC

B
MIAX Sapphire

B
Miami International Securities Exchange, LLC

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
NYSE National, Inc.

B
Nasdaq BX, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq MRX, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
J.P. MORGAN SECURITIES LLC (CRD#:79)
805 SW Broadway, Portland, OR 97205
Portland, OR
Registered with this firm since 3/21/2024

B
J.P. MORGAN SECURITIES LLC (CRD#:79)
805 SW Broadway, Portland, OR 97205
Portland, OR
Registered with this firm since 9/29/2023

IA
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (CRD#:108559)
805 SW Broadway 10th Floor, Portland, OR 97205
Registered with this firm since 1/3/2018

Previous Registration(s)
th hidden textth hidden textNameLocation
B
03/28/2017 - 09/29/2023 FIRST REPUBLIC SECURITIES COMPANY, LLC (CRD#:105108) Portland, OR
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.