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Mateusz Kosiek

J.P. Morgan Securities LLC

Woodridge, IL

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-11
  • IL RA
    APPROVED
    Since 2023-10-11

Branch Locations

7501 Lemont Road, Woodridge, IL 60517 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services, Inc Lombard IL 01/2016 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 09/2022
Cetera Investment Advisers Llc Lombard IL 06/2019 09/2022
Foresters Advisory Services Llc Lombard IL 01/2018 06/2019
Taylor Trust Chicago IL 02/2023 09/2023
Jpmorgan Chase Bank (Il) Woodridge IL 09/2023 Present
J.P. Morgan Securities Llc Woodridge IL 09/2023 Present
Unemployed Westmont IL 10/2022 01/2023
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-16
S63 Uniform Securities Agent State Law Examination 2016-02-14
  • S65 Uniform Investment Adviser Law Examination
    2018-01-16
  • S63 Uniform Securities Agent State Law Examination
    2016-02-14

View on SEC IAPD

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Other Investors

Jeffrey CARL Lamb
SANDRA LYNN MCCLANAHAN
GABRIEL ANDORF CHAVEZ
BARTH J MORREALE
David Alan Ambre
ANDREW CRAIG UMBACH
Elizabeth Ann Pedretti
Denise Mary Pacione

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Woodridge, IL
EDWARD JONES · WOODRIDGE, IL
CETERA INVESTMENT ADVISERS LLC · LISLE, IL
EDWARD JONES · LISLE, IL
LIBERTY ASSET MANAGEMENT, INC. · WOODRIDGE, IL
MOMENTUM FINTECH LLC · LISLE, IL
EQUITABLE ADVISORS, LLC · LISLE, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Lisle, IL

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