Kaitlyn WinnKaitlyn Winn, CFP®Vice PresidentWealth Advisor
About Kaitlyn Winn
Kaitlyn Winn is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Kaitlyn serves as a Wealth Advisor and planner for The Newman Jones Wealth Management Group, helping clients gain greater clarity over the scope and trajectory of their wealth. An engaged listener, she begins each relationship with an in-depth discussion of each clients' financial situation, as well as a client's aspirations, concerns, and intentions. By framing these "pieces of the puzzle" into a more cohesive whole, Kaitlyn is able to help clients ask—and answer—important questions in their financial lives. She particularly enjoys working with clients who have a "why for their wealth"–who want to channel their resources to support positive change in their families and communities.
Proactive in her outlook and advice, Kaitlyn notes that she and her team lead with planning—a discipline that enables them to integrate other facets of client wealth, such as investing, wealth transfer, business and succession planning, retirement analysis and charitable giving. She is proud to serve as a trusted partner who can help people discern meaningful goals and design a more customized pathway to those priorities. A natural educator, Kaitlyn also looks to ensure that clients are comfortable with the trajectory of their wealth, adding to their confidence as stewards of their financial lives.
Kaitlyn joined J.P. Morgan Wealth Management with her team in 2023. Earlier, she spent seven years with First Republic Private Wealth Management, where her roles included Financial Planning Analyst and Client Relationship Analyst. Kaitlyn began her wealth management career in 2012 with Stifel Financial Corp. A graduate of North Park University, she earned her B.A. magna cum laude. Committed to professional excellence, she is a CERTIFIED FINANCIAL PLANNER® professional.
Within her community, Kaitlyn has volunteered for many years with area nonprofits and is committed to enhancing financial literacy among underserved populations. She and her husband, Mitch, live in Northeast Portland with their young son, as well as their dog, Zoey, and cat, Patches. In her free hours, Kaitlyn enjoys traveling, spending time with her family and friends, reading anything she can get her hands on, running, and doing yoga.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
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August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
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August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now