Unclaimed
Matthew Branum is a financial advisor with over 20 years of experience in the industry. Matthew has a strong background in securities and investment advisory services, having worked for several prominent firms including J.P. Morgan Securities Inc., Chase Investment Services Corp., and Prudential Securities Incorporated. Matthew has a broad range of experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Matthew currently holds licenses for both securities and investment advisory services. Matthew is currently registered with J.p. Morgan Securities LLC, serving clients from the Houston branch office.
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
10/01/2008 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
01/15/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
NY
08/22/2002 - 12/04/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
IL
06/12/2001 - 08/14/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
01/02/2000 - 05/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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