UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
7yrs
Quinn Dolan has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Philadelphia, Pennsylvania. Quinn joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1650 Market St Floor 47, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Quinn
Local office(215) 640-3567Ask for Quinn. (800) 999-2000Main office · New York, NY 1650 Market St Floor 47Philadelphia, PA 19103Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Quinn
Tailored to Quinn’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Quinn
How do I contact Quinn?
Call Quinn’s local office at (215) 640-3567 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Quinn Dolan.
How long has Quinn been a financial advisor?
Quinn has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Quinn hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Quinn a fiduciary?
Quinn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Quinn paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Quinn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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