Matthew Telona

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

• 08/2015 → 10/2018
  Starbucks
  Ontario, CA
• 10/2018 → 07/2020
  Dripp
  Chino Hills, CA
• 07/2019 → 07/2019
  Amazon
  Eastvale, CA
• 03/2020 → 06/2021
  Bank Of America
  Chino Hills, CA
• 06/2021 → 01/2022
  Fidelity Investments
  Pasadena, CA
• 02/2022 → 02/2022
  Hire Talent
  New York, NY
• 02/2022 → 04/2022
  Sea Level Coffee/ Olympia Coffee Roasters
  Seattle, WA
• 04/2022 → 04/2023
  Fidelity Investments
  Tukwila, WA
• 04/2023 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
• 02/2022 → 02/2022
  Creative Staffing Solutions
  Seattle, WA
• 07/2020 → 11/2020
  Sunmerry Coffee
  Brea, CA
• 04/2023 → 11/2023
  Bank Of America, N.A.
  Tacoma, WA
• 12/2023 → Present
  J.P. Morgan Securities Llc
  Federal Way, WA
• 12/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Federal Way, WA
• 04/2022 → 04/2023
  Fidelity Brokerage Services Llc
  Tukwila, WA
• 06/2021 → 01/2022
  Fidelity Brokerage Services Llc
  Pasadena, CA
• 11/2022 → 04/2023
  Fidelity Personal And Workplace Advisors
  Tukwila, WA

Previous Registrations

• 2023-05-08 → 2023-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
• 2022-11-17 → 2023-04-25
  Fidelity Personal And Workplace Advisors
  Tukwila, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-09
• S63 Uniform Securities Agent State Law Examination
  2022-08-16

Other Names

• Matthew J Onita
• Matthew John Onita
• Matthew J Telona
• Matthew Telona
• Matthew John Telona