Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Wedge is an investment professional with over a decade of experience in the financial services industry. Matt's career has been focused on investment banking and securities. Currently, Matt is a registered representative at J.P. Morgan Securities LLC, where Matt has been employed since September 2022. Prior to J.P. Morgan Securities LLC, Matt worked at Houlihan Lokey Capital, Inc. from 2017 to 2022. Matt also has previous experience at Credit Suisse Securities (USA) LLC and Lazard Freres & Co. LLC. Matt holds FINRA Series 63, Series 79 and SIE licenses. Matt is registered to sell securities in all 50 states, the District of Columbia and Puerto Rico.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
09/20/2022 - Present
J.p. Morgan Securities LLC (DALLAS TX)
TX
07/21/2017 - 07/13/2022
HOULIHAN LOKEY CAPITAL, INC. (DALLAS TX)
NY
06/16/2015 - 07/25/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/14/2011 - 05/19/2015
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
09/29/2010 - 11/07/2011
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
BC
Issued 08/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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