Matthew John Stewart

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Fenton, MI
• 11/2011 → Present
  Jpmorgan Chase Bank, N.A.
  Fenton, MI

Previous Registrations

• 2011-11-17 → 2012-10-01
  Chase Investment Services Corp.
  Flint, MI
  Flint, MI
  Saginaw, MI
• 2008-08-26 → 2011-10-18
  Edward Jones
  Flushing, MI
  Clio, MI
  St Louis, MO
  Clio, MI

Exams

• S66 Uniform Combined State Law Examination
  2008-08-14

Other Names

• Matthew Stewart