Chicago, IL Office

Ewa Dostal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 66 licenses. Her prior roles include positions at Morgan Stanley and Wells Fargo Clearing. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization.

Jesse Arriaga is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 an ESG eligibility framework. Their services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Angela Williams is a financial advisor with J.P. Morgan Securities in Chicago, IL. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her career at J.P. Morgan Securities and JPMorgan Chase Bank began in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Corey Spence is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LBMZ Securities, Zacks Trade, and TD Ameritrade. His background also includes roles at JPMorgan Chase Bank and Illinois State University. 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 strategies.

James Lagges is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2016 and also serves as the sole proprietor of MNA Capital LLC, where he is a passive investor. 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 non-discretionary program.

Braden Pearlstein is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stephens Inc, the City of Scottsdale, and Lifetime Fitness. 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 applying an ESG eligibility framework in its recommendations.

Matthew Hastings is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with various entities within the JPMorgan organization since 2017 and previously was with Zimmerman Wealth Management. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain execution authority.

Nilay Patel is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and 10 years of industry experience. Since 2016, he has been associated with both J.P. Morgan Securities, LLC and National Republic Investors LLC. 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.

Justin Simpson is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with one year of experience at the firm. His prior roles include positions at Expedia Group and the University of Illinois Community Credit Union. He has also worked with the Western Dupage Special Recreation Association and has experience connected to nonprofit or community organizations. 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 applying an ESG eligibility framework in its recommendations. The firm operates within the larger J.P. Morgan organization and offers a range of product types through its unique regulatory registrations.