user avatar

Thomas Strange IV

Advisor at J.P. Morgan Securities

Updated today

Location

Bedford, IN 47421

Credentials

Series 63, Series 66

Industry experience

10 years

About

Thomas Strange IV is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Charles Schwab and J.P. Morgan, where he has worked since 2018. Outside of finance, he owns The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of investment and brokerage services.

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

1602 I Street

Bedford, IN 47421

Most active in

Indiana · Texas

Work history

The Dugout

2025 - Present (1 year)

JP Morgan chase bank, N.A.

2018 - Present (8 years)

Jp Morgan Securities, Llc

2018 - Present (8 years)

Charles Schwab bank

2016 - 2018 (2 years)

Charles Schwab

2016 - 2018 (2 years)

Charles Schwab & Co.

2015 - 2016 (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

user avatar

Bruce R

Series 63

Bedford, IN

Regal Capital Management, Inc.

Real estate investing Life insurance needs analysis
user avatar

Douglas J

CFP®, Series 63

Bedford, IN

J. W. Cole Advisors, Inc.

Douglas Johnson is a CFP® with 40 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2015. His prior roles include positions at Comprehensive Financial Consultants Institutional, Inc. and JA Benefits, LLC. Outside of his advisory work, he is a managing member of several holding companies and is involved in a care advocacy and advisory organization. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar

Michael F

Series 63, Series 65

Bedford,In, IN

J. W. Cole Advisors, Inc.

Michael Fidler is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with J. W. Cole Advisors and related entities since 2013 and also works with Comprehensive Financial Consultants Institutional, Inc. since 2014. Outside of his advisory role, he is a minor owner and officer in his wife's silk screen embroidery business, where he occasionally assists. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar

James B

Series 63, Series 66

Bedford, IN

LPL Financial

James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Vested Enterprises LLC and provides bookkeeping and logistics support through Inthezone LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides a range of investment solutions tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Jennifer B

Series 66

Mitchell, IN

Raymond James & Associates

Jennifer Baker is a financial advisor with Raymond James & Associates in Mitchell, Indiana. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at IU Health Paoli Hospital and spent time as a homemaker. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with additional expertise in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar

Jason J

Series 63, Series 66

Bedford, IN

LPL Financial

Jason Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 24 years before joining LPL Financial in 2023. Jackson is also involved as an insurance agent with Insource Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides multiple portfolio management options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")