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Sylvia J
Series 63, Series 66
Prospect Heights, IL
J.P. Morgan Securities
Sylvia Jakubowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities since 2018 and has prior experience with One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate ESG criteria.
Andrew H
Series 66
Prospect Heights, IL
J.P. Morgan Securities
Andrew Henderson is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Advisors, and various positions within sports and hospitality organizations such as the Chicago Cubs, Phoenix Suns, and Chipotle Mexican Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process utilizes centralized due diligence with quantitative and qualitative research to develop customized asset allocation advice and investment manager searches.
Manuel M
Series 66
Prospect Heights, IL
J.P. Morgan Securities
Manuel Madriz is a financial advisor at Merrill Lynch Wealth Management specializing in guiding high-net-worth individuals toward clarity and confidence in their financial lives. He focuses on helping clients define their goals and build tailored, disciplined strategies designed to achieve those objectives. Manuel employs a holistic approach to managing wealth, emphasizing the importance of understanding each client's priorities to develop customized financial plans. He holds FINRA Series 7 and Series 66 registrations and has earned the Certified Investment Management Analyst (CIMA) designation through the Investments & Wealth Institute in partnership with the University of Chicago. Manuel graduated magna cum laude with distinction from the University of Kansas, where he was awarded a Chick Evans Scholarship. Outside of his professional work, Manuel serves on the leadership council for the Evans Scholars Program. He resides in Lisle with his wife Morgan, their daughter Sofia, and their dog Bentley, and enjoys practicing Spanish, hiking, reading, and spending quality time with family and friends.
Frederick L
Series 63, Series 66
Prospect Heights, IL
J.P. Morgan Securities
Frederick Lucas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes roles at Charles Schwab, Chase Investment Services Corp., and Edward Jones. Outside of his advisory work, he is involved in real estate as an owner and partner in a rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.
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