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DESKGRAM PHYLLISJP PROFESSIONAL

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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED J.P.

NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. This website provides information about the brokerage and investment advisory services provided by J.P.

DESKGRAM PHYLLISJP PROFESSIONAL

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. In the spare time she manages to find, Phyllis enjoys reading, cooking and traveling. Additionally, she received the Highest Leaf Award in 2008, given by the Women's Venture Fund to accomplished women executives who are role models within their own professions and communities. In 2011, she spoke for JUF at a program entitled "Secrets of Remarkable Jewish Women." Phyllis was honored by SHALVA as a recipient of its Giving Voice Award in 2011. Phyllis regularly speaks to students and boards of directors on fundraising and development, leadership, career advancement and investment management.

Jewish Federations of North American (JFNA) -Investment Institute.

○ Hillels of Illinois Governing Commission, Chair

Jewish Federation of Metropolitan Chicago (JFMC)/JUF.

Jewish Council for Youth Services, Chicago-First Woman President.

Jewish Community Centers Association (JCCA).

Fiedler Hillel at Northwestern University.BBYO-Greater Midwest Region and International Board.She has held leadership roles in multiple philanthropic organizations both locally and nationally, including: She believes passionately in giving back to the community, serving as a mentor to young people in their professional and civic endeavors. A native of Akron, Ohio, Phyllis graduated from Northwestern University and currently lives on the North Side of Chicago. She came to Bear Stearns in 1989, transitioning to J.P.

Morgan and its predecessor firm for over 25 years. Beyond these resources, the strength of The Tabachnick Oskin Group is the depth of the ongoing relationships the Group's members have with their clients and their families. Morgan, Phyllis's clients have access to the wide spectrum of the firm's thought leadership, investment services and banking capabilities. She serves the investment management needs of individuals, families and business owners, maintaining a strong commitment to her clients and guiding them in making the tough decisions required to protect and grow their assets. Phyllis Tabachnick is a Managing Director, Wealth Partner and co-founder of The Tabachnick Oskin Group at J.P.