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Suzana Kovatch

J.P. Morgan Securities LLC
17 Years of Experience
Indianapolis, IN
Broker
View SEC Summary
View SEC Summary

Suzana Kovatch is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in Indianapolis, IN, with 17 years of industry experience. Suzana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 E Ohio St, Floor 17, Indianapolis, IN, 46204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Suzana is a board member for Downtown Indy, Inc. and Girls Inc. of Greater Indianapolis, dedicating a few hours per week to Downtown Indy and minimal time to Girls Inc., where she also participates in the finance committee.

Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2023 - Present · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
June 2012 - February 2017 · 4 yrs 8 mos
J.P. Morgan Securities LLCBroker
July 2009 - June 2012 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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