About Kaitlin

Kaitlin Thomas is a Client Associate at J.P. Morgan Wealth Management.

As a member of The HDYG Team, she provides account maintenance and operational support for successful professionals, endowments and foundations. Kaitlin's responsibilities include onboarding procedures, maintaining account records and fund transfers. She works diligently to deliver an excellent customer experience.

Kaitlin graduated from Portland State University Honor's College with a B.S. in Biology. She began her career in 2024 at J.P. Morgan as a Client Associate where she developed a caring and compassionate style.

Kaitlin has passed the SIE exam and holds FINRA Series 7 and 66 securities licenses.

Native to Portland, Kaitlin loves spending time in the mountains and along the coast with her dogs, Rowdy and Mason.

Insights

Markets and Economy

Investing in equities? 3 key questions to consider

September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
Outlook

August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?

September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Wealth Planning

Retirement and estate planning for unmarried couples

September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
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