Mateusz Kosiek

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 06/2019
  Foresters Financial Services, Inc
  Lombard, IL
• 06/2019 → 09/2022
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 09/2022
  Cetera Investment Advisers Llc
  Lombard, IL
• 01/2018 → 06/2019
  Foresters Advisory Services Llc
  Lombard, IL
• 02/2023 → 09/2023
  Taylor Trust
  Chicago, IL
• 09/2023 → Present
  Jpmorgan Chase Bank (Il)
  Woodridge, IL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Woodridge, IL
• 10/2022 → 01/2023
  Unemployed
  Westmont, IL

Previous Registrations

• 2019-06-19 → 2022-09-30
  Cetera Investment Advisers Llc
  Lombard, IL
• 2018-02-09 → 2019-06-24
  Foresters Advisory Services, Llc
  Lombard, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-16
• S63 Uniform Securities Agent State Law Examination
  2016-02-14