Kara Grady Boudreau

Executive Director

Kara Grady Boudreau

J.P. Morgan Securities
One Federal Street, 29th Floor
Boston, MA 02110
Phone: 617.654.2342
Toll-free: 800.333.2327
Fax: 617.892.4223

 

Welcome

As a Financial Advisor at J.P. Morgan Securities, I strive to provide clients with customized wealth management strategies and leading portfolio management. With knowledge gained over the last 25 years amid many market cycles, I am able to deliver tactical strategies to meet the challenging needs of my clients. I have a personalized approach, that utilizes the vast capabilities of a global firm, like J.P. Morgan, and keeps you and your family’s needs in focus at all times.

Our Team

As a woman, I bring a unique set of characteristics to the table for my clients. I pride myself on listening first and advising thereafter. I know that there are many emotional issues that surround the “wealth discussion” for families, and I aim to provide unique solutions that not only satisfy their financial needs, but also fit within their own value system. I work closely with clients and employ a disciplined process to understand their needs and tailor a broad array of investment strategies to help them achieve their goals.

Team Member Information
About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

 

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (“JPMS”). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

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