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Tina L. Samis

Kara Grady Boudreau

Kara Grady Boudreau

Executive Director

Kara is a Financial Advisor with over 28 years in the money management business. Her clientele is primarily comprised of labor unions, corporate executives, business owners and multi-generational families. She and her Client Service Associate, Tina Samis, work closely with each client to determine their unique goals, risk tolerance and time horizon with regard to their investments. They then make an asset allocation recommendation and tailor an investment plan that helps meet their clients’ unique needs and goals. Kara and Tina rely on a service-based model while taking advantage of J.P. Morgan’s global resources to benefit clients’ investment portfolios.

Kara earned her B.A. in English from Boston College. She began her career as a Financial Advisor at Merrill Lynch from 1988-1992. She subsequently moved to Smith Barney (1992-1998) and Credit Suisse (1998-2003). Prior to joining J.P. Morgan Securities in February of 2012, Kara was a Financial Advisor for 9 years at UBS.

Kara and her husband, Richard Hurd, live in Chestnut Hill, Massachusetts with their daughter Jacqueline. She is an active member on the Council for Women at Boston College, and was recently appointed to the Executive Committee of Boston’s Campaign for Catholic Schools.

Phone: 617.654.2342
Fax: 617.892.4223
Email: kara.boudreau@jpmorgan.com

Registered States: CA, CO, CT, FL, IL, IN, ME, MD, MA, NH, NY, OH, RI, TX, VA, WA

Learn more about our firm and investment professionals through FINRA BrokerCheck.

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 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 be 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.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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