ChooseAFinancialAdvisor.com
Advisors / Illinois / Oak Park
13yrs

Jonathan Arce

Financial advisor at J.P. Morgan Securities

Based in Oak Park, Illinois, Jonathan Arce is a fiduciary financial advisor with 13 years of industry experience. Jonathan joined J.P. Morgan Securities in 2020, 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.

Oak Park, IL 60301Fiduciary advisor

At a glance

Experience13 years (since 2013)
How that compares ?More experience than 63% of advisors 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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2020 – now

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jonathan

How do I contact Jonathan?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Jonathan Arce. Jonathan works from the Oak Park, IL office.

How long has Jonathan been a financial advisor?

Jonathan has been in the industry since 2013, about 13 years. More experience than 63% of advisors at J.P. Morgan Securities.

What licenses does Jonathan hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jonathan a fiduciary?

Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jonathan paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan 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.

Other advisors nearby

Raymond James Financial Services Advisors
40yrs
Edward Baehrend
Financial advisor
1106 A West Chicago Ave
Oak Park, IL 60302
Top advisor by experience in Oak Park
Fiduciary
Call Directions
J.P. Morgan Securities
39yrs
Mary Whitehead
Financial advisor
1048 Lake Street
Oak Park, IL 60301
Top 1% by experience at J.P. Morgan Securities
Fiduciary
Call Directions
Sjostrom Financial Planning
35yrs
Jerry Sjostrom
Financial advisor
Oak Park, IL
Top 7% by experience in Oak Park
Fiduciary
Call Directions
CGN Advisors
33yrs
David Walz
Financial advisor
830-A North Blvd.
Oak Park, IL 60301
Top 6% by experience at CGN Advisors
CFP®Fiduciary
Call Directions
Linden Wealth Management
33yrs
Gerard Downey
Financial advisor
106 South Oak Park Avenue Suite 204
Oak Park, IL 60302
Top 11% by experience in Oak Park
Fiduciary
Call Directions
Raymond James Financial Services Advisors
31yrs
Amie Marks
Financial advisor
1106 A West Chicago Ave
Oak Park, IL 60302
Top 13% by experience in Oak Park
Fiduciary
Call Directions

See all advisors near Oak Park