William Blair & Company
47yrs
Top advisor by experience in Illinois
20yrs
Joseph Bunta
Financial advisor at J.P. Morgan Securities
Based in Chicago, Illinois, Joseph Bunta is a fiduciary financial advisor with 20 years of industry experience. Joseph has been with J.P. Morgan Securities since 2013; before that, Joseph spent five years at Strategic Advisers. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 19% by experience at J.P. Morgan Securities
Office1122 N. Clark St, Chicago, IL 60610
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowJ.P. Morgan Securities LLCCurrent firm
- 2008 – 2012Strategic Advisers LLCPreviously
Contact Joseph
(800) 999-2000Firm headquarters in New York, NY. Ask for Joseph. 1122 N. Clark StChicago, IL 60610Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- 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 Joseph
How do I contact Joseph?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Joseph Bunta. Joseph works from the Chicago, IL office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2006, about 20 years. Top 19% by experience at J.P. Morgan Securities.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Joseph 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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