Unclaimed
Matthew Barra is an investment advisor representative with J.P. Morgan Securities LLC in New York, New York. Matthew has been in the industry since 2021. Matthew's previous employment was with Citigroup Global Markets Inc. where he was registered from October 2021 to February 2022. Matthew holds the Series 63, SIE, and Series 79TO licenses.
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
03/03/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/25/2021 - 02/28/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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