Ian B. Golias
Advisor at J.P. Morgan Securities — Kent, OH Tallmadge Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Kent, OH 44240
J.P. Morgan Securities
Institution
Ian Golias is a Series 66-licensed financial advisor with J.P. Morgan Securities. He has held various roles in the financial services industry since 2021, including positions at Huntington National Bank, Wells Fargo, and Equitable Advisors. Outside of his advisory work, he teaches chess classes for a nonprofit organization in Northeast Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
Kent, OH Tallmadge Rd
275 Tallmadge Rd
Kent OH 44240
Advisors at this office
2
Ohio
1 year of industry experience
Progress With Chess
2026 - Present • 1 year
Cleveland, OH
J.P. Morgan Securities
2025 - Present • 1 year
Kent, OH
JPMorgan Chase BAnk, N.A.
2025 - Present • 1 year
Kent, OH
Huntington National Bank
2024 - 2025 • 1 year
Berea, OH
Wells Fargo
2024 - 2024 • 1 year
Cornelius, NC
Equitable Financial Life Insurance
2023 - 2024 • 1 year
Charlotte, NC
Equitable Advisors
2023 - 2024 • 1 year
Charlotte, NC
Progress With Chess
2022 - 2023 • 1 year
Cleveland, OH
Charles Schwab
2022 - 2022 • 1 year
Richfield, OH
Ian Golias
2021 - 2024 • 3 years
Solon, OH
Progress With Chess
2020 - 2022 • 2 years
Cleveland, OH
Metal Fabricating Incorporated
2019 - 2019 • 1 year
Cleveland, OH
John Carroll University
2018 - 2018 • 1 year
Cleveland, OH
Progress With Chess
2016 - 2020 • 4 years
Cleveland, OH
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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