Christopher Mattina

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

• 12/2014 → 10/2017
  Jp Morgan Securities Llc
  Florham Park, NJ
• 12/2014 → 10/2017
  Jp Morgan Chase Bank
  Florham Park, NJ
• 11/2017 → 09/2020
  Jp Morgan Securities Llc
  Summit, NJ
• 09/2020 → Present
  Jp Morgan Chase Bank
  Charlotte, NC
• 09/2020 → Present
  Jp Morgan Securities Llc
  Charlotte, NC
• 11/2017 → 09/2020
  Jp Morgan Chase Bank
  Summit, NJ

Previous Registrations

• 2013-04-17 → 2014-12-10
  Wells Fargo Clearing Services, Llc
  Flemington, NJ
  Summit, NJ
• 2012-10-01 → 2013-04-05
  J.P. Morgan Securities Llc
  New York, NY
• 2009-12-08 → 2012-10-01
  Chase Investment Services Corp.
  New York City, NY
• 2009-06-22 → 2009-10-16
  Pnc Wealth Management Llc
  Bridgewater, NJ
• 2009-05-19 → 2009-06-03
  Equitable Advisors, Llc
  Edison, NJ
• 2008-10-06 → 2009-03-26
  Banc Of America Investment Services, Inc.
  Parsippany, NJ
• 2007-06-13 → 2008-10-20
  Citigroup Global Markets Inc.
  Morristown, NJ
• 2006-02-15 → 2007-05-04
  Td Ameritrade, Inc.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-04
• S66 Uniform Combined State Law Examination
  2004-01-14

Designations

• Certified Financial Planner

Other Names

• Christopher Mattina
• Christopher M Mattina
• Chris Mattina
• Christopher Michael Mattina