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Lindsay Anne Mcgary

Advisor at J.P. Morgan Securities — Chesterton, IN

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

19 years

Location

Chesterton, IN 46304

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,226

Across 3,601 offices

Clients per advisor

87 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Lindsay Mcgary is a CFP® with 19 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. Mcgary has been with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Chesterton, IN

109 Broadway

Chesterton IN 46304

Advisors at this office

2

Most active in

Indiana · Texas

Work history

19 years of industry experience

JPMorgan Chase Bank, N.A

2018 - Present • 8 years

Chesterton, IN

Jp Morgan Securities LLC

2014 - Present • 12 years

Chesterton, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael H

Series 65

Chesterton, IN

Seek & Find Financial

Michael Halloran is a financial advisor at Seek & Find Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history in various businesses including Summers of Brownsburg, Inc. and Core Value Contracting. Seek & Find Financial, LLC provides portfolio management and pension/401(k) consulting services to individuals, high-net-worth clients, and corporate entities. The firm utilizes a combination of quantitative and technical analysis in a long-term trading approach, offering both discretionary and non-discretionary management tailored to each client’s investment policy.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities
user avatar

Hayden K

Series 65

Chesterton, IN

Seek & Find Financial

Hayden Kaminski is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Blue Sky Financial Partners and has held roles outside finance, including teaching at Purdue University Northwest and North Judson-San Pierre High School. Seek & Find Financial provides portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm employs a mix of quantitative and technical investment methods, focusing on long-term trading and a preference for ETFs, while offering both discretionary and non-discretionary management tailored to each client's risk tolerance and time horizon.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities
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Daniel D

Series 66

Chesterton, IN

Seek & Find Financial

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations and receives fees through consulting agreements and client referrals. Seek & Find Financial, LLC offers portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm uses a quantitative and technical investment approach, emphasizing long-term trading and ETFs, and also provides discretionary and non-discretionary management tailored to each client’s needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities
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Kevin O

Series 65

Chesterton, IN

Aspirean Wealth, LLC

Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k)
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Kevin C

Series 66

Michigan City, IN

Paradigm Wealth Management, LLC

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Options & derivatives strategies Real estate investing Active portfolio management
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Stephen D

Series 63, Series 65

Trail Creek, IN

Horter Investment Management, LLC

Stephen Dissette is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Horter since 2014 and concurrently operates Stephen D. Dissette & Associates, where he offers fixed investments and annuity products through workshops and educational programs. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of model, multi-manager, and custom portfolios, combining tactical and passive strategies with access to alternative investments and third-party managers.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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