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Matthew Grossbard

J.P. Morgan Securities LLC

Irvine, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-25
TX RA APPROVED 2025-03-25
  • CA RA
    APPROVED
    Since 2025-03-25
  • TX RA
    APPROVED
    Since 2025-03-25

Branch Locations

3 Park Plaza Floor 8, Irvine, CA 92614 • 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 Na Bethpage NY 10/2009 06/2021
J.P. Morgan Securities Llc New York NY 10/2012 06/2021
Wells Fargo Bank, Na Newport Beach CA 06/2021 05/2022
Morgan Stanley Carlsbad CA 05/2022 07/2023
U.S. Bank Irvine CA 08/2023 03/2025
J.P. Morgan Securities Llc Newport Beach CA 03/2025 Present
Jpmorgan Chase Bank, N.A. Newport Beach CA 03/2025 Present
  • 10/2009 → 06/2021
    Jpmorgan Chase Bank Na
    Bethpage, NY
  • 10/2012 → 06/2021
    J.P. Morgan Securities Llc
    New York, NY
  • 06/2021 → 05/2022
    Wells Fargo Bank, Na
    Newport Beach, CA
  • 05/2022 → 07/2023
    Morgan Stanley
    Carlsbad, CA
  • 08/2023 → 03/2025
    U.S. Bank
    Irvine, CA
  • 03/2025 → Present
    J.P. Morgan Securities Llc
    Newport Beach, CA
  • 03/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Newport Beach, CA
Previous Registrations
  • 2023-10-26 → 2025-03-17
    U.S. Bancorp Investments, Inc.
    Sioux Falls, SD
    Spokane, WA
    Irvine, CA
  • 2022-06-01 → 2023-08-15
    Morgan Stanley
    Long Beach, CA
    Torrance, CA
    Claremont, CA
    Riverside, CA
    El Segundo, CA
    Palm Desert, CA
    Pasadena, CA
    Los Angeles, CA
    Rolling Hills Estates, CA
    San Diego, CA
    La Jolla, CA
    San Diego, CA
    Carlsbad, CA
    Rancho Sante Fe, CA
    San Diego, CA
    La Mesa, CA
  • 2021-09-07 → 2022-06-01
    Wells Fargo Clearing Services, Llc
    Newport Beach, CA
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-07
S63 Uniform Securities Agent State Law Examination 2007-12-26
  • S66 Uniform Combined State Law Examination
    2021-09-07
  • S63 Uniform Securities Agent State Law Examination
    2007-12-26
Other Names
  • Matthew Joshua Grossbard
  • Matthew Grossbard

View on SEC IAPD

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