Matthew Daniel Wasp

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

• 04/2020 → 04/2021
  New York Life Insurance Co
  Melville, NY
• 10/2016 → 05/2020
  Salve Regina University
  Newport, RI
• 05/2019 → 09/2019
  Kuttin Wealth Management
  Hauppauge, NY
• 07/2018 → 08/2018
  Liberty Moving And Storage
  Commack, NY
• 05/2017 → 09/2017
  Town Of Smithtown
  Smithtown, NY
• 05/2017 → 08/2017
  Rocco's Pizza And Pasta
  St. James, NY
• 05/2021 → 12/2022
  Kuttin Wealth Management
  Hauppauge, NY
• 01/2023 → 09/2024
  Heller Wealth Management
  Melville, NY
• 09/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2022 → 07/2024
  Tenacious Turtles Lacrosse
  Edgewood, NY
• 12/2022 → 01/2023
  Certainty Of Uncertainty
  Hauppauge, NY
• 10/2016 → 05/2020
  Salve Regina University
  Newport, RI
• 06/2019 → 08/2019
  All Star Pizza Corp
  Brightwaters, NY

Previous Registrations

• 2023-02-03 → 2025-03-03
  Heller Wealth Management
  Melville, NY
• 2021-10-21 → 2023-01-17
  Ameriprise Financial Services, Llc
  Hauppauge, NY

Other Businesses

Effective 9/16/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-28

Other Names

• Matthew Wasp
• Matthew Daniel Wasp