Isabel Wilkowski

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

• 12/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 12/2025 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT
• 06/2025 → 12/2025
  Performance Optimal Health
  Stamford, CT
• 01/2025 → 05/2025
  Athos Partners
  New York, NY
• 08/2024 → 12/2024
  Coalition Greenwich
  Stamford, CT
• 06/2024 → 07/2024
  Unemployed
  Cos Cob, CT
• 09/2019 → 05/2024
  Brown University
  Providence, RI
• 06/2023 → 08/2023
  Xmentium
  Denver, CO
• 06/2022 → 08/2022
  Swing Ventures
  Pound Ridge, NY
• 06/2021 → 08/2021
  Barteca Restaurants Llc
  Port Chester, NY
• 10/2020 → 08/2021
  Recharge Capital
  New York, NY
• 09/2020 → 12/2020
  Performance Optimal Health
  New Canaan, CT
• 06/2020 → 10/2020
  Innis Arden Golf Club Inc
  Old Greenwich, CT
• 04/2019 → 08/2019
  Garden Catering
  Old Greenwich, CT
• 05/2019 → 06/2019
  Aristeia Capital
  Greenwich, CT
• 08/2015 → 04/2019
  Unemployed
  Cos Cob, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-23
• S63 Uniform Securities Agent State Law Examination
  2026-03-20