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Jake Matysek

J.P. Morgan Securities LLC

Rockville, MD

Boston, MA

Washington, DC

CRD 6459680

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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
MD RA APPROVED 2025-05-27
DC RA APPROVED 2024-10-30
TX RA APPROVED 2024-09-10
  • MD RA
    APPROVED
    Since 2025-05-27
  • DC RA
    APPROVED
    Since 2024-10-30
  • TX RA
    APPROVED
    Since 2024-09-10

Branch Locations

Rockville, MD • United States

50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States

875 15Th Street Nw 7Th Floor, Washington, DC 20005 • 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
Charles Schwab & Co., Inc. Potomac MD 02/2016 08/2024
Charles Schwab Bank Potomac MD 02/2016 08/2024
J.P. Morgan Securities Llc Washington DC 09/2024 Present
Jpmorgan Chase Bank, N.A. Washington DC 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
  • S66 Uniform Combined State Law Examination
    2016-06-30
Other Names
  • Jake Matysek
  • Jake B Matysek
  • Jake Bernard Matysek

View on SEC IAPD

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