Chicago, IL 830 N. Michigan Avenue Office

Su Dong is a financial advisor at J.P. Morgan Securities in Chicago, IL, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Bryan Okun is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Okun Capital Management, Carillon Tower Advisers, and Eagle Fund Distributors. 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.

Victor Wojtowicz is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Based in Chicago, IL, he serves clients through a large institutional firm. J.P. Morgan Securities 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Todd Heilbrunn is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. He has been associated with J.P. Morgan Chase Bank, N.A. since 2014 and is also an owner and partner at Steele Properties LLC. Additionally, he has a partnership interest in SureWerx Topco, L.P., a company focused on safety solutions and technical services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As part of the broader J.P. Morgan organization, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Quinn Conlisk is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of finance, he has held roles in political campaigns and the hospitality industry. J.P. Morgan Securities 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.

David Ruiz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2012, including JPMorgan Chase Bank and JP Morgan Securities. 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 additional brokerage and investment management capabilities.

Brett Klotz is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including roles at JPMorgan Chase Bank, N.A. since 2010. 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, distribution, and investment management capabilities.

Jeffrey Woo is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2012, including JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Ravara is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and possessing 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of his advisory role, he is an owner and partner of Ravara Group LLC, a company that manages a rental property in Chicago. 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. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on institutionally approved funds and strategies.

Juan Yammoul is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Global Relay and Comcast Business, as well as multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities since 2019. 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.

Edward Kuzas is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Bank of America, Merrill, U.S. Bank, and the Chicago Police Department. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jason Cowie is a financial advisor with J.P. Morgan Securities in Chicago, Illinois, holding Series 65 and Series 66 licenses and with 21 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at several firms including CETERA Financial Specialists LLC, Highland Capital, and Guggenheim Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.