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Meeta V
CFP®, Series 66
Skokie, IL
J.P. Morgan Securities
Meeta Vakil is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. She has been with J.P. Morgan Securities LLC since 2014. 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 and investment management capabilities.
Linda T
Series 63, Series 65
Skokie, IL
J.P. Morgan Securities
Linda Takach is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. She holds Series 63 and Series 65 licenses. 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 and investment management capabilities.
Jason D
Series 66
Skokie, IL
J.P. Morgan Securities
Jason Douglass is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2003. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.
Flavius S
CFP®, Series 63, Series 65
Skokie, IL
J.P. Morgan Securities
Flavius Sindile is a CFP® with 17 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with Jpmorgan Chase Bank, N.A. since 2008. 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 brokerage and investment management capabilities.
Allison O
Series 63, Series 65
Skokie, IL
J.P. Morgan Securities
Allison Ockwood is a financial advisor with J.P. Morgan Securities in Skokie, IL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Prudential Equity Group. 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 an ESG eligibility framework.
Bevan B
Series 63, Series 66
Skokie, IL
J.P. Morgan Securities
Bevan Bradshaw is a financial advisor at J.P. Morgan Securities in Skokie, IL, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked within various branches of JPMorgan since 2011. 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 in recommending investment strategies.
Robert B
Series 63, Series 66
Skokie, IL
J.P. Morgan Securities
Robert Barcenas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citibank N.A., and Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products, including security-based swaps and futures, through its affiliated entities.
Sarkis L
Series 63, Series 66
Skokie, IL
J.P. Morgan Securities
Sarkis Landhorian is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having 10 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as brief positions at Citigroup Global Markets and Trusted Hands Home Care, 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.
Eric E
CFP®, Series 63, Series 65
Skokie, IL
J.P. Morgan Securities
Eric Eugene is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has ownership involvement in Wilson Property, LLC, a property management business. 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.
Owen D
Series 63, Series 66
Skokie, IL
J.P. Morgan Securities
Owen Denicenco is a financial advisor with J.P. Morgan Securities in Skokie, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Citigroup Global Markets Inc., and Veranda Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.
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