Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jamieson Wells is a financial advisor who has been in the industry since 2002. Matthew is currently registered with J.p. Morgan Securities LLC. Prior to that, Matthew worked at FIRST REPUBLIC SECURITIES COMPANY, LLC, ALLSTATE FINANCIAL SERVICES, LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., SYMETRA SECURITIES, INC., INCAPITAL INSURANCE SERVICES, LLC, INCAPITAL LLC, PACIFIC SELECT DISTRIBUTORS, INC., AMERICAN SKANDIA MARKETING, INC., and AXA DISTRIBUTORS, LLC. Matthew holds Series 6, 7, and 63 securities licenses as well as the SIE. Matthew specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NY
09/29/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/09/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
11/05/2020 - 12/06/2021
ALLSTATE FINANCIAL SERVICES, LLC (YONKERS NY)
PA
12/06/2018 - 10/23/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
WA
11/01/2013 - 11/20/2018
SYMETRA SECURITIES, INC. (BELLEVUE WA)
FL
05/17/2013 - 08/23/2013
INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)
FL
05/17/2013 - 08/23/2013
INCAPITAL LLC (DELRAY BEACH FL)
CA
12/13/2006 - 04/02/2013
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CT
06/29/2004 - 12/13/2006
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NC
08/20/2001 - 06/09/2004
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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