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CFA

Jason Spilbeler

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

Jason Spilbeler is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in Indianapolis, IN, with 19 years of industry experience. Jason 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
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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

Jason is a board member and treasurer for the Indianapolis Zoo, starting in 2025, dedicating a few hours per week. He also serves on the investment committee for the Goodwill of Central and Southern Indiana Foundation, spending minimal time annually.

Employment History
Current Registrations
J.P. Morgan Securities LLC
July 2023 - Present · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J. P. Morgan Securities INC.
October 2007 - October 2008 · 1 yr
J.P. Morgan Securities INC.Broker
August 2007 - October 2008 · 1 yr 2 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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