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Matthew Morrison

J.P. Morgan Securities LLC

Clifton Park, NY

Schenectady, NY

Niskayuna, NY

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-19
TX RA APPROVED 2026-05-19
  • NY RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19

Branch Locations

20 Park Ave, Clifton Park, NY 12065 • United States

416 Balltown Rd., Schenectady, NY 12304 • United States

2321 Nott St. E. Ste 2., Niskayuna, NY 12309 • 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
J.P. Morgan Securities Llc Clifton Park NY 05/2026 Present
Jpmorgan Chase Bank, N.A. Clifton Park NY 05/2026 Present
Bank Of America/Merrill Schenectady NY 05/2010 05/2026
  • 05/2026 → Present
    J.P. Morgan Securities Llc
    Clifton Park, NY
  • 05/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Clifton Park, NY
  • 05/2010 → 05/2026
    Bank Of America/Merrill
    Schenectady, NY
Previous Registrations
  • 2016-07-13 → 2026-06-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Schenectady, NY
    Schenectady, NY
    Albany, NY
    Albany, NY
    Schenectady, NY
    Scotia, NY
    Scotia, NY
    Schenectady, NY
    Clifton Park, NY
    Albany, NY
    Albany, NY
    Colonie, NY
    Delmar, NY
    Saratoga Springs, NY
    Saratoga Springs, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-12
  • S66 Uniform Combined State Law Examination
    2016-07-12
Other Names
  • Matthew Morrison
  • Matthew W Morrison

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CLIFTON PARK, NY
KEY INVESTMENT SERVICES LLC · CLIFTON PARK, NY
CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY
OPTIMUS WEALTH MANAGEMENT GROUP, INC. · CLIFTON PARK, NY
PFS INVESTMENTS INC. · CLIFTON PARK, NY
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