William Blair & Company
47yrs
Top advisor by experience in Illinois
24yrs
Harry Rosenberg
Financial advisor at J.P. Morgan Securities
Harry Rosenberg has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Chicago, Illinois. After four years at Banc One Securities, Harry joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 13% by experience at J.P. Morgan Securities
Office10 S Dearborn St Floor 09, Chicago, IL 60603
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2006 – 2008J.P. Morgan Securities Inc.Previously
- 2003 – 2006Banc One Securities CorporationPreviously
Contact Harry
(800) 999-2000Firm headquarters in New York, NY. Ask for Harry. 10 S Dearborn St Floor 09Chicago, IL 60603Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Harry
Tailored to Harry’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 Harry
How do I contact Harry?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Harry Rosenberg. Harry works from the Chicago, IL office.
How long has Harry been a financial advisor?
Harry has been in the industry since 2003, about 24 years. Top 13% by experience at J.P. Morgan Securities.
What licenses does Harry hold?
Series 66. Tap any license on this page to see what it allows.
Is Harry a fiduciary?
Harry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harry paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Harry 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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