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Natalie B
Series 63, Series 66
Glen Ellyn, IL
J.P. Morgan Securities
Natalie Barraza is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, offering services on a non-discretionary basis.
Michael W
Series 63, Series 66
Glen Ellyn, IL
J.P. Morgan Securities
Michael Wiess is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Kevin G
Series 66
Glen Ellyn, IL
J.P. Morgan Securities
Kevin Gilbert is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience, including prior work at Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
Christopher T
Series 63, Series 66
Glen Ellyn, IL
J.P. Morgan Securities
Christopher Trifilio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Camargo Group and JPMorgan Chase Bank, N.A. Since 2015, he has also owned and operated a lifestyle blog, FrugalReality.com. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.
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