Matthew A. Norman

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

• 12/2015 → 09/2017
  Jpmorgan Securities Llc
  Newark, DE
• 06/2015 → 09/2017
  Jpmorgan Chase Bank Na
  Newark, DE
• 10/2017 → 12/2018
  Barclays Capital Inc
  New York, NY
• 01/2019 → 06/2023
  Citigroup
  New York, NY
• 06/2023 → Present
  Jpmorgan Chase Bank Na
  Summit, NJ
• 06/2023 → Present
  Jpmorgan Securities Llc
  Summit, NJ
• 01/2022 → Present
  Clae Concepts
  Weehawken, NJ

Previous Registrations

• 2019-02-21 → 2023-06-16
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY

Other Businesses

Entity Name: Clae Concepts Investment related: No Address: Private Residence https://claeconcepts.com/ Nature of the other business: Social Media Position/Title/Relationship: Owner/Partner Start Date: 01/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Branding, social media and web design boutique firm

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-08
• S63 Uniform Securities Agent State Law Examination
  2016-03-30

Other Names

• Matt Norman
• Matthew A Norman
• Matthew Aaron Norman