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Matthew Dean

J.P. Morgan Securities LLC

Brunswick, OH

Akron, OH

CRD 5426459

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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 2017-03-29
OH RA APPROVED 2017-01-04
  • TX RA
    APPROVED
    Since 2017-03-29
  • OH RA
    APPROVED
    Since 2017-01-04

Branch Locations

3191 Center Road. S.R. 303, Brunswick, OH 44212 • United States

2435 N. Cleve-Massillon Road, Akron, OH 44333 • 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
Jp Morgan Chase Bank, N.A. Twinsburg OH 10/2013 02/2017
Jp Morgan Securities, Llc Twinsburg OH 10/2013 02/2017
Jp Morgan Chase Bank, N.A. Brunswick OH 02/2017 Present
Jp Morgan Securities, Llc Brunswick OH 02/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-30
  • S66 Uniform Combined State Law Examination
    2016-12-30
Other Names
  • Matthew George Dean
  • Matt Dean
  • Matthew G Dean
  • Matthew Dean
  • Matt G Dean
  • Matt George Dean
  • Matthew George Dean

View on SEC IAPD

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