Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Donahoe is a financial advisor currently registered with J.P. Morgan Securities LLC, with a branch office in Plano, Texas. Matthew has been in the industry since 2017 and has a variety of experience with several firms, including Kestra Investment Services, LLC and Avantax Investment Services, Inc. Matthew holds a Series 66, Series 63, Series 24, SIE and Series 7 licenses and is registered to provide investment advice in 52 states and Washington, D.C.
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
TX
02/06/2023 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
10/22/2021 - 06/30/2022
KESTRA INVESTMENT SERVICES, LLC (IRVING TX)
TX
02/11/2021 - 05/24/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
07/06/2020 - 08/12/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/27/2018 - 05/19/2020
AVANTAX INVESTMENT SERVICES, INC. (Irving TX)
TX
10/19/2015 - 04/07/2017
HD VEST INVESTMENT SERVICES (Irving TX)
BOTH
Issued 09/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
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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