Uhlmann Investment Management
43yrs
Top advisor by experience in Skokie
28yrs
Eric Eugene is a fiduciary financial advisor in Skokie, Illinois, with 28 years in the industry. Eric joined J.P. Morgan Securities in 2012, after seven years at Chase Investment Services. Eric holds the CFP® designation.
One of 109 advisors with offices in Skokie, and one of 101 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 6% by experience at J.P. Morgan Securities
Office7941 Lincoln Avenue, Skokie, IL 60077
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2005 – 2012Chase Investment Services Corp.Previously
Contact Eric
(800) 999-2000Firm headquarters in New York, NY. Ask for Eric. 7941 Lincoln AvenueSkokie, IL 60077Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Eric Eugene. Eric works from the Skokie, IL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1998, about 28 years. Top 6% by experience at J.P. Morgan Securities.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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