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Kyle Steven Klosowicz

Advisor at J.P. Morgan Securities — South Elgin, IL

Updated today

Credentials

Series 63, Series 66

Experience

11 years

Location

South Elgin, IL 60177

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,280

Across 3,605 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

South Elgin, IL

536 Randall Rd

South Elgin IL 60177

Advisors at this office

1

Most active in

Illinois · Texas

Work history

11 years of industry experience

J.P. Morgan Securities

2023 - Present • 3 years

South Elgin, IL

JPMORGAN Chase Bank, N.A.

2023 - Present • 3 years

South Elgin, IL

FIDELITY INVESTMENTS

2021 - 2023 • 2 years

Naperville, IL

Fidelity Personal and Workplace Advisors

2021 - 2023 • 2 years

Naperville, IL

Fidelity Brokerage Services LLC

2021 - 2023 • 2 years

Naperville, IL

J.P. Morgan Securities

2015 - 2021 • 6 years

Shoreline, WA

JPMorgan Chase Bank, N.A.

2011 - 2021 • 10 years

Shoreline, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner
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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Curtis B

CFP®, Series 63

Hoffman Estate, IL

Ameribanc Corporation

Curtis Bergquist is a CFP® with 50 years of industry experience. He is the owner of Ameribanc Corporation, an independent advisory firm based in Hoffman Estates, IL, and has been associated with Ausdal Financial Partners, Inc. since 2009. Ameribanc provides investment advisory and financial planning services to individual and family clients through its Capital Management Service (CMS), which integrates market-timing signals with mutual fund holdings to manage risk and adjust exposure according to market conditions.

General retirement planning
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Michael L

CFP®

Wheaton, IL

Lamke Financial LLC

Michael Lamke is a CFP® professional with 13 years of experience in financial advising. He is the sole advisor at Lamke Financial LLC in Wheaton, IL. In addition to his advisory role, he has been a manager at AT&T since 1984. Lamke Financial provides financial planning and investment guidance to individuals, families, and small businesses, focusing on tailored advice for retirement, estate, and tax planning. The firm emphasizes a long-term, safety-oriented investment approach using passive equity exposures, dividend stocks, and fixed-income instruments, and operates on an hourly or project-based fee model without discretionary trading authority.

General retirement planning General tax planning Passive / index investing Real estate investing
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Christopher J

CFP®, Series 66

Glen Ellyn, IL

Azalea Wealth Management LLC

Christopher Jones is a CFP® certificant and Series 66 license holder with 14 years of experience in the financial advisory industry. He has worked at Ameriprise Financial Services, Inc. for 10 years before founding Azalea Wealth Management LLC, where he has been the sole advisor since 2020. Azalea Wealth Management LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management and financial planning, using tailored strategies that include option writing and structured products alongside conventional investments, combining technical, fundamental, and modern portfolio theory analyses.

Options & derivatives strategies
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