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Drew Schmitz

Advisor at J.P. Morgan Securities

Updated today
J.P. Morgan Securities logo

Firm

J.P. Morgan Securities

Location

Indianapolis, IN 46204

Credentials

Series 66

Industry experience

4 years

About

Drew Schmitz is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2021. Outside of his advisory role, he assists with e-commerce, order fulfillment, and marketing for his family company, KLI Corp. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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

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

1 E Ohio St, Floor 17

Indianapolis, IN 46204

Most active in

Indiana · Texas

Work history

KLI Corp

2025 - Present (1 year)

Strate Fuel

2022 - 2023 (1 year)

JPMorgan Chase BAnk, N.A.

2021 - Present (5 years)

J.P. Morgan Securities

2021 - Present (5 years)

Hope College Cfl

2018 - 2021 (3 years)

Fleetwood Group

2018 - 2019 (1 year)

Hope College Van Wylen Library

2018 - 2021 (3 years)

Hope College

2017 - 2021 (4 years)

The Running Specialty Group A

2017 - 2017 (1 year)

Greek Pizzaria

2016 - 2017 (1 year)

Disclosures

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

Business activities & affiliations

Sam W

CFP®

Indianapolis, IN

WealthGuides LLC

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

General retirement planning General tax planning Inherited wealth Gen X (Born 1965-1980)
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Matthew H

Series 63, Series 65

Brownsburg, IN

Skyview Capital Management

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Stephen H

Series 63, Series 65

Brownsburg, IN

Highsmith Financial Planning, LLC

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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Gene A

Series 63, Series 65

Indianapolis, IN

Austin Financial Strategies, Inc.

Annuities Income planning Retirement income strategy Cash flow / budgeting
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Corey R

Series 63, Series 65

Indianapolis, IN

C.R. Retirement Strategies, LLC

General retirement planning Wealth management Long-term care insurance Annuities
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Bradley H

CFP®, Series 63

Beech Grove, IN

Henthorn Agency, Inc.

Social Security optimization General tax planning Retirement income strategy Life insurance needs analysis Mid-Career Professionals
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