William Blair & Company
47yrs
Top advisor by experience in Illinois
1yr
Chase Count
Financial advisor at J.P. Morgan Securities
Based in Chicago, Illinois, Chase Count is a fiduciary financial advisor with 1 year of industry experience. Chase has been with J.P. Morgan Securities since 2026. 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
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office10 S Dearborn St, Floor 11, 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.
Career
- Apr 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Chase
Tailored to Chase’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chase
How do I contact Chase?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Chase Count. Chase works from the Chicago, IL office.
How long has Chase been a financial advisor?
Chase has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Chase hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chase a fiduciary?
Chase is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chase paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Chase 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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