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Angelica R

Series 63, Series 65

Chicago, IL

J.P. Morgan Securities

Angelica Ramirez is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Chase in various capacities since 2011. Based in Chicago, IL, her career includes roles at both J.P. Morgan Chase Bank N.A. and J.P. Morgan Chase Securities LLC. 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 combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Matthew P

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Matthew Pierotti is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. He also operates under his own name, Matthew Pierotti, since 2012. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Victor K

Series 63, Series 65

Chicago, IL

J.P. Morgan Securities

Victor Kupec is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Empower Financial Services and ALG Administrative Services, as well as Clemson Campus Recreation. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Scott M

CFP®, Series 66

Chicago, IL

J.P. Morgan Securities

Scott Mc Vey is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 in Chicago, IL. 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. The firm delivers these services on a non-discretionary basis, focusing on a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Andrea A

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Andrea Alvarado is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2022, with prior roles at JPMorgan Chase Bank and several other companies. 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.

Wealth management Executive Founder/Business Owner
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Robert H

Series 66

Chicago, IL

J.P. Morgan Securities

Robert Hedworth is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 28 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 LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager 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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Michael L

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Michael Leahy is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2017, as well as prior experience with Purshe Kaplan Sterling Investments and McAdam LLC. Outside of finance, he was involved with Chicago Trivia Guys from 2016 to 2017. 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 and investment management capabilities, delivering advisory services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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