Merrill
47yrs
Top advisor by experience in Indianapolis
29yrs
Jonathan Benham
Financial advisor at Park Avenue Securities
Based in Indianapolis, Indiana, Jonathan Benham is a fiduciary financial advisor with 29 years of industry experience. Jonathan has been with Park Avenue Securities since 2026; before that, Jonathan spent seven years at Bischoff Wealth Management Group and two years at Morgan Stanley. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience in Indiana
Office9000 Keystone Crossing Suite 300, Indianapolis, IN 46240
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowPark Avenue Securities LLCCurrent firm
- 2019 – 2026Bischoff Wealth Management Group, LLCPreviously
- Jun 2009 – Dec 2010Morgan StanleyPreviously
- Mar 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2009Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2004MerrillPreviously
Contact Jonathan
(888) 600-4667Firm headquarters in New York, NY. Ask for Jonathan. 9000 Keystone Crossing Suite 300Indianapolis, IN 46240Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Park Avenue Securities at (888) 600-4667 and ask for Jonathan Benham. Jonathan works from the Indianapolis, IN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1997, about 29 years. Top 17% by experience in Indiana.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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