Matthew Foster

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

• 08/2011 → 03/2019
  Merrill Lynch Pierce Fenner & Smith Inc
  Rohnert Park, CA
• 10/2011 → 03/2019
  Bank Of America, N.A.
  Rohnert Park, CA
• 03/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Petaluma, CA
• 03/2019 → Present
  Jpmorgan Securities, Llc
  Petaluma, CA

Previous Registrations

• 2011-09-23 → 2019-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rohnert Park, CA
  Sacramento, CA
  Rohnert Park, CA
  Santa Rosa, CA
  Mill Valley, CA
  Petaluma, CA
  Rohnert Park, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Petaluma, CA
  Rohnert Park, CA
  Santa Rosa, CA
  San Francisco, CA
  Rohnert Park, CA
• 2009-08-12 → 2011-08-18
  Chase Investment Services Corp.
  Greenbrae, CA
• 2007-11-06 → 2009-06-04
  Citigroup Global Markets Inc.
  San Rafael, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-11-01

Other Names

• Matthew R Foster