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Noah P

Series 66

Chicago, IL

J.P. Morgan Securities

Noah Pearlman is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds the Series 66 designation and has less than one year of industry experience. His prior work includes roles at Bank of America and involvement with Georgetown Aquatics and the YMCA. J.P. Morgan Securities LLC 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 operates within the broader J.P. Morgan organization, offering access to a range of investment products and strategies.

Wealth management Executive Founder/Business Owner
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Daniel C

Series 66

Chicago, IL

J.P. Morgan Securities

Daniel Campos is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Chipotle and Walmart. J.P. Morgan Securities 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.

Wealth management Executive Founder/Business Owner
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Jonathan T

Series 66

Chicago, IL

J.P. Morgan Securities

Jonathan Tudor is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, Northwestern Mutual, and JPMorgan Chase Bank. Tudor is based in Chicago, IL. 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.

Wealth management Executive Founder/Business Owner
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Nahrain Y

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Nahrain Yacoub is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2019 and previously spent seven years at School District 68. 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 in its investment approach.

Wealth management Executive Founder/Business Owner
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Papa A

Series 66

Chicago, IL

J.P. Morgan Securities

Papa Addo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Ernst & Young and Bentley University. 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 to support customized investment recommendations.

Wealth management Executive Founder/Business Owner
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Heekang C

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Heekang Choung is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2010. 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Byron R

Series 66

Chicago, IL

J.P. Morgan Securities

Byron Ramirez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Morgan Stanley, and PNC Bank. Outside of finance, he served for a decade with Beach Park School District 3. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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Michael D

Series 63, Series 65

Chicago, IL

J.P. Morgan Securities

Michael Dennison is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Robert W. Baird & Co. Dennison is also an investor in Linxy, a location-based networking and event management app. 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.

Wealth management Executive Founder/Business Owner
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Joon C

Series 66

Chicago, IL

J.P. Morgan Securities

Joon Cho is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Adam M

Series 63, Series 65

Chicago, IL

J.P. Morgan Securities

Adam Michels is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2016, including prior roles at JP Morgan Chase Bank and Equitable Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering investment consulting and advisory services with a focus on asset allocation, manager searches, and customized reporting. The firm integrates quantitative modeling, centralized due diligence, and an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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John B

Series 66

Chicago, IL

J.P. Morgan Securities

John Borkowicz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Bank of America/Merrill Lynch for nine years and Capital One for two years. He holds a Series 66 designation and is based in Chicago, IL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Jasmine A

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Jasmine Agrelo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, including experience at Merrill and J.P. Morgan Chase Bank. She is also employed by J.P. Morgan Bank, enabling her to offer certain bank products and services alongside her advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Jorge A

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Jorge Alvarez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2012. His career has been focused within the J.P. Morgan organization, primarily in Chicago, IL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Leah T

Series 63, Series 65, Series 66

Chicago, IL

J.P. Morgan Securities

Leah Taylor is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. 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.

Wealth management Executive Founder/Business Owner
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Levi L

Series 66

Chicago, IL

J.P. Morgan Securities

Levi Larson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank NA since 2020 and with J.P. Morgan Securities LLC since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jonathan M

Series 66

Chicago, IL

J.P. Morgan Securities

Jonathan Mc Pharlin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Based in Chicago, IL, he has been with J.P. Morgan Securities and JPMorgan Bank since 2018. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting with a quantitative and ESG-informed approach.

Wealth management Executive Founder/Business Owner
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Adam E

Series 66

Chicago, IL

J.P. Morgan Securities

Adam Eckhard is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Co, Edward Jones, and Scottrade. 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 alongside affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Kathy P

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Kathy Patrick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Theresa T

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Theresa Tiger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. 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. As part of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Wealth management Executive Founder/Business Owner
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Nicholas H

Series 66

Chicago, IL

J.P. Morgan Securities

Nicholas Huhn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he was employed by Commerce Bank and JPMorgan Chase Bank. Outside of his advisory role, he serves as a referee and independent contractor for Mid-Coast Hockey Officials, providing officiating services for youth, high school, and college hockey games in the Chicago area. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Wealth management Executive Founder/Business Owner
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