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Sanel B
Series 66
Downers Grove, IL
J.P. Morgan Securities
Sanel Behlic is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 license and previously worked for Merrill Lynch and Bank of America from 2004 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.
Todd D
CFP®, Series 63, Series 66
Downers Grove, IL
J.P. Morgan Securities
Todd Daley is a CFP®-certified financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020 and previously worked at Charles Schwab from 2016 to 2020. Outside of his advisory career, he has operated an eBay selling business since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.
Desze A
Series 66
Downers Grove, IL
J.P. Morgan Securities
Desze Adams is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A., where he has worked for one year. Prior to joining J.P. Morgan, he spent five years at Bank of America N.A./Merrill Lynch, Pierce, Fenner & Smith Inc. Outside the financial sector, Adams has experience working with Amazon Flex. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.
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