Indianapolis, IN Lake Circle Dr Office
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J.P. Morgan Securities
Institution
Firm-wide stats for J.P. Morgan Securities
About
J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments and other institutional clients through a select group of Wealth Advisors; the Program is non‑discretionary and focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Clients retain final decision‑making authority, and participation in the Program is subject to a minimum Portfolio size as set out in the Client Agreement.
JPMS’ advisory process is supported by centralized due diligence performed by a manager solutions team, combining systematic quantitative screens and qualitative research and using forward‑looking capital market assumptions to build model asset allocations. Recommendations are limited to Eligible Strategies and may incorporate an ESG eligibility framework; implementation and certain portfolio services are provided by affiliates, including J.P. Morgan Wealth Management Solutions and related investment‑management entities.
Compared with many institutional advisory programs, JPMS maintains less common regulatory registrations and affiliations — including registration as a futures commission merchant and as a security‑based swap dealer and relationships with swap dealer affiliates — reflecting broader derivatives and commodities capabilities. The Program uses percentage‑of‑AUM billing rather than fixed fees, may recommend affiliated funds, and its Brochure discloses multiple prior regulatory enforcement matters involving the firm and its affiliates.
Based on J.P. Morgan Securities
Location
2433 Lake Circle Dr
Indianapolis IN 46268
Advisors at this office
5
Advisors at this office
Robert M
Series 66
Indianapolis, IN
J.P. Morgan Securities
Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Noblesville High School and the University of Phoenix. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research to support model asset allocations.
Brent E
Series 63, Series 65
Indianapolis, IN
J.P. Morgan Securities
Brent Edwards is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2025, he worked for 20 years at Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.
Donna P
Series 63, Series 66
Indianapolis, IN
J.P. Morgan Securities
Donna Perkey is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Based in Indianapolis, IN, she focuses on institutional consulting services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.
Fabrizio B
Series 66, Series 63
Indianapolis, IN
J.P. Morgan Securities
Fabrizio Brito Accurso is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and New York Life Insurance Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.
Katrina G
Series 63, Series 66
Indianapolis, IN
J.P. Morgan Securities
Katrina Geis is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, PNC Investments, and Fidelity. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared with many institutional advisory programs.
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