Raymond James Financial Services Advisors
40yrs
Top advisor by experience in Oak Park
39yrs
Mary Whitehead
Financial advisor at J.P. Morgan Securities
Mary Whitehead is a fiduciary financial advisor in Oak Park, Illinois, with 39 years in the industry. After less than a year at Chase Investment Services, Mary joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 45 advisors with offices in Oak Park, and one of 44 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office1048 Lake Street, Oak Park, IL 60301
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- May 2012 – Oct 2012Chase Investment Services Corp.Previously
Contact Mary
1048 Lake StreetOak Park, IL 60301Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Mary
Tailored to Mary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mary
How do I contact Mary?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Mary Whitehead. Mary works from the Oak Park, IL office.
How long has Mary been a financial advisor?
Mary has been in the industry since 1987, about 39 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Mary hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mary a fiduciary?
Mary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mary paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Mary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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