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Matthew Daniel Wasp

J.p. Morgan Securities LLC

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About Matthew Daniel Wasp

Matthew Wasp is a financial advisor who is registered with both J.P. Morgan Securities LLC and Heller Wealth Management. Matthew has been in the industry since 2021 and holds Series 7TO, SIE and Series 66 licenses. Matthew specializes in providing financial planning and portfolio management for individuals and businesses. Matthew currently works from the New York branch office of J.P. Morgan Securities LLC. Matthew can be reached by phone at (800) 999-2000.

Firm Information

Matthew Wasp is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Matthew Wasp’s Registration & Firm History

NY

10/31/2024 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

06/02/2021 - 01/17/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Hauppauge NY)

NY

02/25/2021 - 05/03/2021

NYLIFE SECURITIES LLC (MELVILLE NY)

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Licenses & Designations

BOTH

Issued 06/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Daniel Wasp.
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