Arlington Heights, IL N Dunton Ave Office

Derek Brase is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, NA since 2004. 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 advisory process combines quantitative and qualitative research to develop asset allocation advice and manager searches, while clients retain final decision-making authority.

Kimberly Ambrogio is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012, with prior experience at Merrill and Chase Investment Services Corp. Outside of her advisory work, she serves as Midwest Ambassador for SAK Saum, a nonprofit supporting at-risk and trafficked individuals in Cambodia through artisan product sales. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Steve Richenberger is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he held positions at JPMorgan Chase Bank, N.A., and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates quantitative and qualitative research along with ESG considerations.

Jim Juchcinski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance at Brothers Rice High School and St. Rita of Cascia High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process combining quantitative and qualitative research, supporting recommendations with forward-looking capital market assumptions.

Gandy Pierre Louis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Alex Hickman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Jpmorgan Chase Bank, N.A., Trader Joe's, and Subway. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by quantitative and qualitative research, with capabilities that include derivatives and commodities advisory.

Tejal Shah is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Park Community Credit Union and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and includes unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Glen Mikolajczak is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Eagle Strategies, and Morgan Stanley DW Inc. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

Lyle Berkson is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and UBS Financial Services. Outside of his advisory role, Berkson is involved in a residential real estate business on a part-time basis. 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 advisory process combines quantitative screening and qualitative research to offer written asset allocation advice and customized reporting, with a focus on model asset allocations and risk management.

Aruna Sriram is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

Benjamin Asper is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior business involvement as co-owner of Popnson, LLC, which buys and sells rental homes. Outside of financial services, he is a private investor in Predictive Fitness, Inc., a technology company focused on optimizing health and fitness through data. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

W. Merkler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a range of strategies, including an ESG eligibility framework.

Vicky Homatas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, as well as SLM Investments LLC since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, and incorporates a broader range of regulatory registrations and derivatives capabilities compared to many institutional advisory programs.

Paul Nielsen Jr. is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, working with JPMorgan Chase Bank since 1995. Outside of his advisory role, he is involved in a real estate venture through a land trust shared with his son and spouse. 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, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Sessa is a CFP® with 17 years of industry experience currently serving at J.P. Morgan Securities. His prior experience includes roles at Golden Cord Investment Group and Gci Group, Inc D/B/A Centurion Capital, Ltd. He is based in Arlington Heights, IL. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.