Skokie, IL 7941 Lincoln Avenue Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,409

Across 3,644 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

7941 Lincoln Avenue

Skokie IL 60077

Advisors at this office

10

Advisors at this office

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Meeta V

CFP®, Series 66

Skokie, IL

J.P. Morgan Securities

Meeta Vakil is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. She has been with J.P. Morgan Securities LLC since 2014. 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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Linda T

Series 63, Series 65

Skokie, IL

J.P. Morgan Securities

Linda Takach is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. She holds Series 63 and Series 65 licenses. 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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Jason D

Series 66

Skokie, IL

J.P. Morgan Securities

Jason Douglass is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2003. 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 services with affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Flavius S

CFP®, Series 63, Series 65

Skokie, IL

J.P. Morgan Securities

Flavius Sindile is a CFP® with 17 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with Jpmorgan Chase Bank, N.A. since 2008. 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 brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Allison O

Series 63, Series 65

Skokie, IL

J.P. Morgan Securities

Allison Ockwood is a financial advisor with J.P. Morgan Securities in Skokie, IL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Prudential Equity Group. 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.

Wealth management Executive Founder/Business Owner
user avatar

Bevan B

Series 63, Series 66

Skokie, IL

J.P. Morgan Securities

Bevan Bradshaw is a financial advisor at J.P. Morgan Securities in Skokie, IL, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked within various branches of JPMorgan since 2011. 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 in recommending investment strategies.

Wealth management Executive Founder/Business Owner
user avatar

Robert B

Series 63, Series 66

Skokie, IL

J.P. Morgan Securities

Robert Barcenas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citibank N.A., and Citigroup Global Markets. 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, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products, including security-based swaps and futures, through its affiliated entities.

Wealth management Executive Founder/Business Owner
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Sarkis L

Series 63, Series 66

Skokie, IL

J.P. Morgan Securities

Sarkis Landhorian is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having 10 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as brief positions at Citigroup Global Markets and Trusted Hands Home Care, LLC. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar

Eric E

CFP®, Series 63, Series 65

Skokie, IL

J.P. Morgan Securities

Eric Eugene is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has ownership involvement in Wilson Property, LLC, a property management business. 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.

Wealth management Executive Founder/Business Owner
user avatar

Owen D

Series 63, Series 66

Skokie, IL

J.P. Morgan Securities

Owen Denicenco is a financial advisor with J.P. Morgan Securities in Skokie, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Citigroup Global Markets Inc., and Veranda Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Wealth management Executive Founder/Business Owner
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