Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew D. Wilson is a financial advisor with J.P. Morgan Securities LLC. Matthew has over 19 years of experience in the financial services industry. Matthew has been registered with J.P. Morgan Securities LLC since September 11, 2014. Matthew is registered with the state of California, Florida, and Illinois. Prior to joining J.P. Morgan Securities LLC, Matthew was with Midwestern Securities Trading Company, LLC, Banc of America Investment Services, Inc., and A.G. Edwards & Sons, Inc. Matthew holds the Series 7, Series 63, and SIE licenses. Matthew specializes in working with high-net-worth individuals, corporations, individuals, and pension and profit-sharing plans. Matthew provides financial planning, portfolio management, and selection of other advisors services.
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
IL
09/11/2014 - Present
J.p. Morgan Securities LLC (EVANSTON IL)
IA
02/10/2011 - 01/15/2014
MIDWESTERN SECURITIES TRADING COMPANY, LLC (SOLON IA)
CA
11/30/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CAPITOLA CA)
MO
08/30/2001 - 01/24/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
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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