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Matthew C Carr

J.P. Morgan Securities LLC

South Charleston, WV

Charleston, WV

CRD 2955900

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-15
WV RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2024-02-15
  • WV RA
    APPROVED
    Since 2012-10-01

Branch Locations

505 D Street, South Charleston, WV 25303 • United States

200 Kanawha Mall, Charleston, WV 25304 • 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. South Charleston WV 07/2008 Present
J.P. Morgan Securities Llc South Charleston WV 10/2012 Present
  • 07/2008 → Present
    Jpmorgan Chase Bank, N.A.
    South Charleston, WV
  • 10/2012 → Present
    J.P. Morgan Securities Llc
    South Charleston, WV
Previous Registrations
  • 2008-04-01 → 2012-10-01
    Chase Investment Services Corp.
    South Charleston, WV
    Charleston, WV
    Charleston, WV
    South Charleston, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-24
S63 Uniform Securities Agent State Law Examination 1998-01-26
  • S65 Uniform Investment Adviser Law Examination
    2008-03-24
  • S63 Uniform Securities Agent State Law Examination
    1998-01-26
Other Names
  • Matthew Clayton Carr

View on SEC IAPD

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Nearby Investors

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ERIC J AYERSMAN
James Cameron Vance

Nearby Offices

EDWARD JONES · SOUTH CHARLESTON, WV
RETIREMENT PLANNING CONSULTANTS INC · SOUTH CHARLESTON, WV
STATE FARM INVESTMENT MANAGEMENT CORP. · S Charleston, WV

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