Robert W. Baird & Co.
47yrs
Top advisor by experience in Winnetka
16yrs
Patrick Gorand
Financial advisor at J.P. Morgan Securities
Patrick Gorand is a fiduciary financial advisor in Winnetka, Illinois, with 16 years in the industry. After four years at Wells Fargo Advisors, Patrick 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 109 advisors with offices in Winnetka, and one of 106 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 70% of advisors at J.P. Morgan Securities
Office791 Elm St, Floor 2, Winnetka, IL 60093
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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2010 – 2014Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
Local office(847) 239-8369Ask for Patrick. (800) 999-2000Main office · New York, NY 791 Elm St, Floor 2Winnetka, IL 60093Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (847) 239-8369 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Patrick Gorand.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2010, about 16 years. More experience than 70% of advisors at J.P. Morgan Securities.
What licenses does Patrick hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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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