Unclaimed
Matthew Smith is a registered representative with J.p. Morgan Securities LLC. Matthew has been in the securities industry since 2012 and holds Series 99 and SIE licenses. Matthew is located in Newark, Delaware and works out of the J.p. Morgan Securities LLC branch office in Newark. Matthew has 10+ years of industry experience.
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
DE
05/14/2012 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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