LPL Financial
42yrs
Top advisor by experience in Loveland
23yrs
Christopher Schmidt
Financial advisor at J.P. Morgan Securities
Christopher Schmidt is a fiduciary financial advisor in Loveland, Colorado, with 23 years in the industry. Christopher joined J.P. Morgan Securities in 2012, after two years at Chase Investment Services and three years at Wells Fargo Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 148 advisors with offices in Loveland, and one of 138 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 14% by experience at J.P. Morgan Securities
Office1375 Eagle Dr, Loveland, CO 80537
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2010 – 2012Chase Investment Services Corp.Previously
- 2007 – 2010Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2007Chase Investment Services Corp.Previously
- Apr 2005 – Jul 2005Banc One Securities CorporationPreviously
- Jan 2004 – Feb 2005UBS Financial Services Inc.Previously
Contact Christopher
(800) 999-2000Firm headquarters in New York, NY. Ask for Christopher. 1375 Eagle DrLoveland, CO 80537Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Christopher
How do I contact Christopher?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Christopher Schmidt. Christopher works from the Loveland, CO office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2004, about 23 years. Top 14% by experience at J.P. Morgan Securities.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Christopher 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.
Other advisors nearby
Raymond James Financial Services Advisors
40yrs
Top 1% by experience in Loveland
Independent Financial Group
40yrs
Top 2% by experience in Loveland
LPL Financial
40yrs
Top 3% by experience in Loveland
Wells Fargo Advisors
40yrs
Top 3% by experience in Loveland
Edward Jones
36yrs
Top 2% by experience at Edward Jones