Katharine Macdonald
Katharine Macdonald is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
One International Place, Suite 2810, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katharine is an employee of both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. As an employee of JPMCB, she can offer bank products and services, including deposit and credit products and discretionary investment management.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations36 states
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