EP Wealth Advisors
47yrs
Top advisor by experience in Palatine
9yrs
Alejandro Munoz
Financial advisor at J.P. Morgan Securities
Alejandro Munoz has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Palatine, Illinois. Alejandro has been with J.P. Morgan Securities since 2024; before that, Alejandro spent a year at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 82 advisors with offices in Palatine, and one of 72 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office190 W Northwest Hwy, Palatine, IL 60067
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Jul 2023 – Mar 2024MerrillPreviously
Contact Alejandro
(800) 999-2000Firm headquarters in New York, NY. Ask for Alejandro. 190 W Northwest HwyPalatine, IL 60067Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Alejandro
Tailored to Alejandro’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 Alejandro
How do I contact Alejandro?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Alejandro Munoz. Alejandro works from the Palatine, IL office.
How long has Alejandro been a financial advisor?
Alejandro has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Alejandro hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alejandro a fiduciary?
Alejandro is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alejandro paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Alejandro 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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