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Phyllis Tabachnick

Phyllis Tabachnick

Managing Director

Phyllis Tabachnick is a Managing Director and co-founder of The Tabachnick Oskin Group at J.P. Morgan Securities. 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. By leveraging the resources of J.P. Morgan, Phyllis’ clients have access to the wide spectrum of the firm’s thought leadership, investment services and banking capabilities. Beyond these resources, the strength of The Tabachnick Oskin Group is the depth of the ongoing relationships they have with their clients and their families.

Phyllis has been at J.P. Morgan and its predecessor firm for over 25 years. She came to Bear Stearns in 1989, transitioning to J.P. Morgan in 2008. A native of Akron, Ohio, Phyllis graduated from Northwestern University and currently lives on the north side of Chicago. She believes passionately in giving back to the community, serving as a mentor to young people in their professional and civic endeavors. She has held leadership roles in multiple philanthropic organizations both locally and nationally, including:

  • BBYO - Greater Midwest Region and International Board
  • Better Government Association, Chicago
  • Executive Service Corps, Chicago
  • Fiedler Hillel at Northwestern University
  • Jewish Community Centers Association (JCCA)
  • Jewish Council for Youth Services, Chicago - First Woman President
  • Jewish Federation of Metropolitan Chicago (JFMC)/JUF
    • Hillels of Illinois Governing Commission, Chair
    • Pooled Endowment Portfolio Committee
    • Legacy and Endowments Committee
  • Jewish Federations of North American (JFNA) - Investment Institute

Phyllis regularly speaks to students and boards of directors on fundraising and development, leadership, career advancement and investment management. In 2011, she spoke for JUF at a program entitled “Secrets of Remarkable Jewish Women;” Phyllis was honored by SHALVA as a recipient of their Giving Voice Award in 2011. 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 the spare time she manages to find, Phyllis enjoys reading, cooking and traveling.

Phone: 312.580.6826
Fax: 312.356.7088
Email: phyllis.tabachnick@jpmorgan.com

Registered States: AZ, CA, CO, CT, DC, FL, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NE, NJ, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA, WI, WY

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. 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. 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.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT PRODUCTS:
• NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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