ADVISOR BIO

Jonathan Sandlund is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since 2021. He is registered with the state of Illinois and Texas. Jonathan has passed Series 66, Series 7TO, and SIE exams. He has previously worked at Merrill Lynch and UBS Financial Services Inc. Jonathan specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Jonathan Bazelon is a registered representative with J.p. Morgan Securities LLC. Jonathan has been in the securities industry since 2020. Jonathan's professional experience includes previous roles at Equitable Advisors, LLC and Tulane University. Jonathan is registered to offer securities in 53 states and the District of Columbia.

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ADVISOR BIO

Jonathan MacIas is an active investment advisor registered with the state of Illinois and FINRA. Jonathan is a registered representative of J.P. Morgan Securities LLC. Jonathan has been active in the industry since May 2024. He is currently registered as a Series 63, Series 6TO, and SIE license holder.

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ADVISOR BIO

Jonathan Swanson is a financial advisor at Morgan Stanley. Jonathan has been in the financial services industry since August 2010. Jonathan has experience working with a variety of clients, including high-net-worth individuals, businesses, and institutions. Jonathan is registered with the state of Illinois as well as with the Financial Industry Regulatory Authority (FINRA). Jonathan holds the Series 7, 31, and 66 licenses. Jonathan is also a member of the Investment Committee for YSS, a private foundation, and the Dowling Catholic Foundation.

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ADVISOR BIO

Jonathan Todd West is a financial advisor with Ameriprise Financial Services, LLC. Jonathan has been in the financial services industry since January 13, 2008 and is registered in 37 states. Jonathan works in Ameriprise's Chicago, Illinois office.

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ADVISOR BIO

Jonathan Tyler Sackett is an investment advisor representative at William Blair. Jonathan is registered with the state of Illinois and New York. Jonathan specializes in equity research services, financial planning, and portfolio management. Jonathan has a history of working in the financial industry, with prior experience at Northern Illinois University.

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ADVISOR BIO

Jonathan Gorman Cook is an investment advisor representative with William Blair. Jonathan has been in the financial industry since 1986 and has extensive experience working with individuals, businesses, corporations, and pooled investment vehicles. His specializations include equity research services, financial planning, and portfolio management. Jonathan is licensed in multiple states and is a Registered Representative (RA) in Illinois.

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ADVISOR BIO

Jonathan McPharlin is a financial advisor with J.P. Morgan Securities LLC. Jonathan has been in the industry since August 2010 and has been registered with the firm since June 2018. Jonathan is a registered representative in Illinois, Michigan and Texas. Jonathan previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Jonathan Nguyen is a financial advisor who is registered with J.P. Morgan Securities LLC in Chicago, Illinois. Jonathan holds the Series 63, Series 6TO, and SIE licenses, and is registered with the state of Illinois. Jonathan has been in the financial industry since March 6, 2022. He has experience working with high net worth individuals, corporations, insurance companies, and charitable organizations.

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ADVISOR BIO

Jonathan Vellenzer Narbett is a financial advisor with Valic Financial Advisors, Inc. Jonathan has been in the industry since 2007 and is registered in Arizona, Florida, Illinois, Indiana, Missouri and South Carolina. Valic Financial Advisors, Inc. is a firm with offices in Houston, TX, and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jonathan has a diverse client base including high-net-worth individuals and corporations.

SPECIALIZATIONS