Best Investors Account Sign in

Matthew Alfonso Constancio

J.P. Morgan Securities LLC

Brea, CA

Columbus, OH

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-03
TX RA APPROVED 2019-09-11
CA RA APPROVED 2019-08-29
OH RA APPROVED 2019-04-18
  • NY RA
    APPROVED
    Since 2021-05-03
  • TX RA
    APPROVED
    Since 2019-09-11
  • CA RA
    APPROVED
    Since 2019-08-29
  • OH RA
    APPROVED
    Since 2019-04-18

Branch Locations

270 S. State College Blvd, Brea, CA 92821 • United States

1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Columbus OH 06/2016 06/2017
Jpmorgan Chase Bank, N.A. Columbus OH 07/2017 12/2018
Jpmorgan Chase Bank, N.A. Columbus OH 12/2018 08/2019
Jpmorgan Securities Llc Columbus OH 12/2018 08/2019
Jpmorgan Securities Llc Columbus OH 10/2016 12/2018
Jp Morgan Securities Llc Brea CA 08/2019 Present
  • 06/2016 → 06/2017
    Jpmorgan Chase Bank, N.A.
    Columbus, OH
  • 07/2017 → 12/2018
    Jpmorgan Chase Bank, N.A.
    Columbus, OH
  • 12/2018 → 08/2019
    Jpmorgan Chase Bank, N.A.
    Columbus, OH
  • 12/2018 → 08/2019
    Jpmorgan Securities Llc
    Columbus, OH
  • 10/2016 → 12/2018
    Jpmorgan Securities Llc
    Columbus, OH
  • 08/2019 → Present
    Jp Morgan Securities Llc
    Brea, CA
Previous Registrations
  • 2004-09-01 → 2005-12-31
    J.P. Morgan Asset Management
    Columbus, OH
  • 2003-01-14 → 2003-06-11
    J.P. Morgan Asset Management
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-08
S63 Uniform Securities Agent State Law Examination 1991-06-21
  • S66 Uniform Combined State Law Examination
    2019-04-08
  • S63 Uniform Securities Agent State Law Examination
    1991-06-21
Designations
Other Names
  • Matthew A Constancio
  • Matthew Alfonso Macias
  • Matthew Macias

View on SEC IAPD

Other Firms

INVESTLINC WEALTH SERVICES
MORGAN STANLEY
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
MINISTRY PARTNERS SECURITIES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC

Other Investors

RICK RONALD EMMETT
WEST ALAN COHAN
HUAN-BIN ERIC LEE
ANNA LAURA DIAZ
PETER O PAIK
CHRISTOPHER RAYA SCIARRA
KEVIN OWEN SIMON
CHRISTINA MOON

Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

More in Brea, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor