Matthew James Oliksowycz

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

• 07/2012 → 10/2016
  Fidelity Investments
  Scarsdale, NY
• 10/2016 → 06/2017
  Bank Of America, N.A.
  Wappingers Falls, NY
• 10/2016 → 06/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wappingers Falls, NY
• 07/2017 → Present
  Jpmorgan Securities Llc
  New York, NY
• 02/2015 → 10/2016
  Strategic Advisers
  Scarsdale, NY

Previous Registrations

• 2016-11-03 → 2017-07-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wappingers Falls, NY
  Poughkeepsie, NY
  Wappingers Falls, NY
  Buffalo, NY
  Wappingers Falls, NY
  Albany, NY
• 2015-02-10 → 2016-10-13
  Strategic Advisers Llc
  Scarsdale, NY

Other Businesses

Entity Name: Brooklyn Football Foundation, Inc. Investment related: No Address: Brooklyn, NY https://www.brooklynff.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Seeks to build the presence of soccer in the community. Role Responsibilities: Responsible for good financial governance and strategic financial planning towards the organization's goals of community through the sport of soccer. Role is not similar to my current firm role and there is no connection to JPMorganChase that I am aware of.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-15