Elk Grove Village, IL E. Higgins Road Office
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J.P. Morgan Securities
Institution
Firm-wide stats for J.P. Morgan Securities
About
J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments and other institutional clients through a select group of Wealth Advisors; the Program is non‑discretionary and focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Clients retain final decision‑making authority, and participation in the Program is subject to a minimum Portfolio size as set out in the Client Agreement.
JPMS’ advisory process is supported by centralized due diligence performed by a manager solutions team, combining systematic quantitative screens and qualitative research and using forward‑looking capital market assumptions to build model asset allocations. Recommendations are limited to Eligible Strategies and may incorporate an ESG eligibility framework; implementation and certain portfolio services are provided by affiliates, including J.P. Morgan Wealth Management Solutions and related investment‑management entities.
Compared with many institutional advisory programs, JPMS maintains less common regulatory registrations and affiliations — including registration as a futures commission merchant and as a security‑based swap dealer and relationships with swap dealer affiliates — reflecting broader derivatives and commodities capabilities. The Program uses percentage‑of‑AUM billing rather than fixed fees, may recommend affiliated funds, and its Brochure discloses multiple prior regulatory enforcement matters involving the firm and its affiliates.
Based on J.P. Morgan Securities
Location
100 E. Higgins Road
Elk Grove Village IL 60007
Advisors at this office
3
Advisors at this office
David K
Series 63, Series 65
Elk Grove Village, IL
J.P. Morgan Securities
David Kosobucki 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 worked at J.P. Morgan Securities since 2013, following prior roles at U.S. Bancorp Investments, Ameriprise, and Chase Investment Services. 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 non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.
Daniel S
Series 66
Elk Grove Village, IL
J.P. Morgan Securities
Daniel Sano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, following a 17-year tenure at JPMorgan Chase Bank, N.A. 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. The firm’s advisory process blends quantitative screening with qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment management entities.
Solomon D
Series 66
Elk Grove Village, IL
J.P. Morgan Securities
Solomon David is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve these objectives. He provides ongoing advice and adapts portfolios to reflect changing client circumstances. His areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Solomon holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from COMSATS University and communicates with clients in both English and Urdu. Outside of his professional duties, Solomon is involved in community service initiatives such as Feed My Starving Children.
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