Matthew Kim

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 03/2020
  Chase Wealth Management
  San Antonio, TX
• 03/2025 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 11/2021 → 04/2023
  Usaa
  San Antonio, TX
• 08/2020 → 11/2021
  Peyton Resource Group
  San Antonio, TX
• 05/2017 → Present
  V3Rtigo Band
  San Antonio, TX

Previous Registrations

• 2012-10-01 → 2020-03-26
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX
  Columbus, OH
  San Antonio, TX
• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Irvine, CA
  San Antonio, TX
• 2007-04-05 → 2009-05-02
  Wamu Investments, Inc.
  San Antonio, TX
  Irvine, CA
  Fullerton, CA
• 2005-12-19 → 2007-01-04
  Lpl Financial Llc
  Pflugerville, TX
  Beverly Hills, CA

Other Businesses

Entity Name: V3rtigo Band Investment related: No Address: 10604 Staggering Creek, San Antonio, TX 78254 Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: 80's New Wave Cover Band we play live music at various clubs/bars/parties. My role is Bassist/Vocalist. There is no connection to JPMorganChase.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-14
• S65 Uniform Investment Adviser Law Examination
  2005-12-16
• S63 Uniform Securities Agent State Law Examination
  2003-02-08

Other Names

• Matthew Kim
• Matt Kim
• Matthew Youngsung Kim