Unclaimed
Matthew Lacoss is a financial advisor at J.P. Morgan Securities LLC, specializing in investment banking and has been registered with FINRA since February 7, 2022. Matthew is registered with the Securities and Exchange Commission as a broker-dealer and investment adviser. Matthew holds Series 79TO, SIE, and Series 63 licenses and has been working in the financial services industry since February 6, 2022. Matthew currently works out of the firm's Seattle, WA office.
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
WA
02/07/2022 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
BC
Issued 05/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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