Seattle, WA Westlake Ave N Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

2

Of 14,280 advisors across 3,605 offices

Location

350 Westlake Ave N

Seattle WA 98109

Advisors at this office

2

Advisors at this office

user avatar

Louis S

Series 63, Series 66

Seattle, WA

J.P. Morgan Securities

Louis Stephenson is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he is involved in property management. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria in its investment process.

Wealth management Executive Founder/Business Owner
user avatar

Michael C

Series 66

Seattle, WA

J.P. Morgan Securities

Michael Chvedov is a financial advisor at J.P. Morgan Securities in Seattle, WA. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining J.P. Morgan Securities, his work experience includes roles in various industries such as hospitality and food service. Outside of his advisory work, he has been involved as a deli worker and provides dog walking services. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset allocation advice and customized performance reporting through a non-discretionary approach. The firm integrates quantitative modeling, centralized due diligence, and an ESG framework within its investment recommendations.

Wealth management Executive Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")