Matthew Alan Stevens

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

• 07/2016 → 08/2017
  Northwestern Mutual Life Insurance Company
  Oak Brook, IL
• 03/2017 → 08/2017
  Northwestern Mutual Investment Services Llc
  Oak Brook, IL
• 08/2017 → 02/2022
  Jp Morgan Securities Llc
  Hinsdale, IL
• 08/2017 → 02/2022
  Jp Morgan Chase Bank
  Hinsdale, IL
• 02/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Hinsdale, IL
• 02/2022 → Present
  Jp Morgan Securities Llc
  Hinsdale, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-06-07
• S63 Uniform Securities Agent State Law Examination
  2017-11-06

Other Names

• Matthew Alan Stevens
• Matthew A Stevens