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Stephanie S
Series 63, Series 66
Chicago, IL
J.P. Morgan Securities
Stephanie Seiler is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including JPMorgan Chase Bank, N.A., and IHT Wealth Management LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
Joseph C
CFA®, Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Joseph Ciliak is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. He is based in Chicago, IL. 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. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.
Brandon F
Series 63, Series 66
Chicago, IL
J.P. Morgan Securities
Brandon Fairbanks is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.
Brad M
Series 66
Chicago, IL
J.P. Morgan Securities
Brad Moore is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at Merrill, Bank of America Corporation, Combined Insurance, Uber, and held positions at Chicago State University and Start Parking Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Michael D
Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Michael Donohue is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC since 2011 and JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.
Harry R
Series 66
Chicago, IL
J.P. Morgan Securities
Harry Rosenberg is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and 23 years of industry experience. He has worked with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2006. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Gbadebo A
Series 66
Chicago, IL
J.P. Morgan Securities
Gbadebo Adetula is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent, Morgan Stanley/E*Trade, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.
Caitlin D
Series 66
Chicago, IL
J.P. Morgan Securities
Caitlin Damian is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Her prior roles include positions at BNY Wealth and Bessemer Trust, as well as experience with Empower AI. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Kevin S
Series 63, Series 66
Chicago, IL
J.P. Morgan Securities
Kevin Sheehan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked extensively within J.P. Morgan Securities since 2008, with brief periods at Morgan Stanley and E*TRADE. Outside of his advisory role, he manages a rental property business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Wesley J
Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Wesley Janeck is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at GCM Grosvenor and various entities within JPMorgan Chase. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to offer customized, non-discretionary advice.
Andrew G
Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Andrew Gnapp is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 designations and nine years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., Jefferson Partners, LLC, and AG Properties-West Ferdinand LLC. He serves as treasurer and board member of a small nonprofit condominium association in Chicago. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Marco D
Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Marco Diaz is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2009, including a five-year period at J.P. Morgan Chase Bank, N.A. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
Matthew L
Series 63, Series 66
Chicago, IL
J.P. Morgan Securities
Matthew Lopardo is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Kamal S
Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Kamal Sadi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Bank of America and Merrill, and he spent 15 years with River North Catering, Inc. before transitioning to the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.
Milka M
Series 65, Series 66
Chicago, IL
J.P. Morgan Securities
Milka Micic is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities since 2008. In addition to her advisory role, she serves as an adjunct instructor at the University of Illinois at Chicago. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset‑allocation modeling with centralized due diligence and an ESG eligibility framework.
Michael D
Series 66
Chicago, IL
J.P. Morgan Securities
Michael Dino is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. His career includes positions at Morgan Stanley, Bank of America, Merrill Lynch, and OptionsXpress. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
Michael C
Series 66
Chicago, IL
J.P. Morgan Securities
Michael Chao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Shell Global for six years and attended the University of Chicago Booth School of Business. 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 combines large institutional advisory operations with brokerage and investment management capabilities.
James O
Series 63, Series 66
Chicago, IL
J.P. Morgan Securities
James Oetking is a financial advisor with J.P. Morgan Securities LLC in Chicago, IL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His career includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and PNC Bank. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to investment advisory. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a wide range of investment products and strategies.
Joseph S
Series 66
Chicago, IL
J.P. Morgan Securities
Joseph Sweeney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, RBC, and entrepreneurial ventures such as Bing Ice Cream Inc. and J T & T LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence supported by ESG criteria. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors within a broad range of institutional and managed solutions.
Samuel I
Series 63, Series 65
Chicago, IL
J.P. Morgan Securities
Samuel Iampaglia is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2007. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
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