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
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowProtect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now