Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Perry is a financial advisor with J.P. Morgan Securities LLC. Matthew has been in the industry since August 1999, and holds the following licenses and certifications: Series 7, Series 63, Series 66, Series 24, Series 26, Series 52TO, Series 53, and the SIE. Matthew has served clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Matthew has previously been registered with Chase Investment Services Corp., Nationwide Securities, Inc. , Nationwide Investment Services Corporation, Banc One Securities Corporation and Edward Jones.
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
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
08/15/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
06/29/2004 - 08/02/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
08/18/2000 - 06/01/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
01/06/2000 - 07/12/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
09/30/1999 - 12/14/1999
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2009
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities 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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