Glenview, IL Pfingsten Rd Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,404

Across 3,634 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

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, offering asset‑allocation advice, investment manager and fund searches, and customized performance reporting. Services are delivered by a select group of Wealth Advisors and are provided on a non‑discretionary basis, with clients retaining final decision‑making authority.

The firm’s process combines quantitative asset‑allocation modeling with centralized due diligence performed by a manager‑solutions team at a J.P. Morgan affiliate, and it applies an ESG eligibility framework when assembling investable universes and recommending Eligible Strategies. For the Program, JPMS generally charges asset‑based fees rather than fixed fees and limits recommendations to funds and strategies approved through its internal review processes.

Distinctive features include registrations and activities that are uncommon among peers: JPMS is registered as a security‑based swap dealer and as a futures commission merchant and is affiliated with swap‑dealer activities, expanding the product types it can access. The advisory business operates within the broader J.P. Morgan broker‑dealer and banking organization, commonly recommends affiliated funds and revenue‑sharing arrangements, and discloses a history of regulatory enforcement actions and settlements in its brochure.

Based on J.P. Morgan Securities

Expertise

Wealth management

Based on J.P. Morgan Securities

Occupation focus

Executive Founder/Business Owner

Based on J.P. Morgan Securities

Location

2801 Pfingsten Rd

Glenview IL 60026

Advisors at this office

13

Advisors at this office

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Stefanie P

Series 66

Glenview, IL

J.P. Morgan Securities

Stefanie Pyferoen is a financial advisor with J.P. Morgan Securities in Glenview, IL. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2025, having worked at JPMorgan Chase Bank, N.A. since 2015. 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.

Wealth management Executive Founder/Business Owner
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Cynthia E

Series 63, Series 65

Glenview, IL

J.P. Morgan Securities

Cynthia Early is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade and Scottrade prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. 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.

Wealth management Executive Founder/Business Owner
user avatar

Bryan C

Series 63, Series 66

Glenview, IL

J.P. Morgan Securities

Bryan Catalano Jr. is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following a prior role at JPMorgan Chase Bank. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Wealth management Executive Founder/Business Owner
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Anthony R

Series 66

Glenview, IL

J.P. Morgan Securities

Anthony Reyes is a financial advisor with J.P. Morgan Securities holding a Series 66 designation. He has one year of industry experience and has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Equitable Financial Life Insurance, and several other companies. Outside of finance, Reyes was involved with Timely Task LLC for four years. 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 in its recommendations.

Wealth management Executive Founder/Business Owner
user avatar

Andrew M

Series 63, Series 65

Glenview, IL

J.P. Morgan Securities

Andrew Miarka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., and entrepreneurial involvement with Home Fix, LLC and Gama Partners, LLC. He is based in Glenview, Illinois. 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.

Wealth management Executive Founder/Business Owner
user avatar

Frank D

Series 63, Series 66

Glenview, IL

J.P. Morgan Securities

Frank Difino is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2007. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
user avatar

Jeffery B

Series 63, Series 65

Glenview, IL

J.P. Morgan Securities

Jeffery Brin is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. 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 broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by centralized due diligence and ESG eligibility processes.

Wealth management Executive Founder/Business Owner
user avatar

Cynthia F

Series 63, Series 66

Glenview, IL

J.P. Morgan Securities

Cynthia Faraci is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of her financial career, she works as a yoga instructor at CorePower Yoga. 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.

Wealth management Executive Founder/Business Owner
user avatar

Nathanael D

CFP®, Series 63, Series 66

Glenview, IL

J.P. Morgan Securities

Nathanael Darnieder is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Glenview, IL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities 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.

Wealth management Executive Founder/Business Owner
user avatar

Charles C

Series 63, Series 65

Glenview, IL

J.P. Morgan Securities

Charles Campbell is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked at Primerica Advisors, Hefg, and Guardian Life Insurance Company of America. Outside of his advisory role, he provides racket sports instruction as a contractor for Michigan Shores Club. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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 advisory services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar

Evan S

Series 66

Glenview, IL

J.P. Morgan Securities

Evan Scherer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017, following a year at PNC Investments. 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 operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by in-house due diligence and ESG eligibility processes.

Wealth management Executive Founder/Business Owner
user avatar

Brisly A

Series 63, Series 66

Glenview, IL

J.P. Morgan Securities

Brisly Alonso Ali is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked at TCF National Bank and Oakton Community College. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar

Devidas D

Series 63, Series 65

Glenview, IL

J.P. Morgan Securities

Devidas Dharamdasani Ramchand is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities Inc., Fifth Third Bank, Target, and Circle Tech. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

Wealth management Executive Founder/Business Owner
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