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Katelyn Location
Phoenix, AZ, US
Katelyn Work
2026 -now Financial Advisor @
2024 -2025 Financial Planner @
2023 -2024 Associate Financial Advisor @
2019 -2022 Client Specialist @
2017 -2019 Marketing and Communications Associate @
Katelyn Education
University of Arizona
Personal and Family Financial Planning Certificate
2022
University of Arizona
Bachelor’s Degree (Marketing)
2013-2016
Willow Canyon High School 2009-2013
Katelyn Summary
Katelyn, based in Phoenix, AZ, US, is currently a Financial Advisor at JGP Wealth Management. Katelyn brings experience from previous roles at JGP Wealth Management, Baird and Artisan Partners. Katelyn holds a Personal and Family Financial Planning Certificate @ University of Arizona. Katelyn has 1 emails on RocketReach.
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