Libertyville, IL Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,410

Across 3,647 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Occupation focus

Founder/Business Owner

Based on J.P. Morgan Securities

Location

140 W. Cook Avenue

Libertyville IL 60048

Advisors at this office

6

Advisors at this office

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Andrei N

Series 63, Series 65

Libertyville, IL

J.P. Morgan Securities

Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. His prior experience includes four years at PRUCO Securities and a role with JPMorgan Chase Bank, N.A. for over two decades. He was also involved with the Orland Park Vikings Youth Hockey Club from 2017 to 2018. 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 and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Founder/Business Owner
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Jonathan J

Series 66

Libertyville, IL

J.P. Morgan Securities

Jonathan Jansky is a financial advisor with J.P. Morgan Securities in Libertyville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley. Outside of finance, he performs as a musician in a cover band. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory process integrates quantitative and qualitative research and may include ESG considerations.

Founder/Business Owner
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Robert S

CFP®, Series 63, Series 65

Libertyville, IL

J.P. Morgan Securities

Robert Siers is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. Outside of his financial advisory role, he is also an owner and partner of Hatch and Fletch, LLC, a company involved in land acquisition. 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 program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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Laura R

Series 63, Series 66

Libertyville, IL

J.P. Morgan Securities

Laura Repel is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2009, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1989. 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 selection, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG frameworks and offering capabilities in derivatives and commodities.

Founder/Business Owner
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Kerry S

Series 66

Libertyville, IL

J.P. Morgan Securities

Kerry Schwarcz is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at UBS for 10 years and Morgan Stanley for one year prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities uncommon among institutional advisory programs.

Founder/Business Owner
user avatar

Connor T

Series 66

Libertyville, IL

J.P. Morgan Securities

Connor Terry is a Series 66-licensed financial advisor with J.P. Morgan Securities in Libertyville, Illinois, having three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process and a range of derivatives and commodities capabilities.

Founder/Business Owner
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