Angela Marie Mattione

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-02-13
TX	RA	APPROVED	2024-02-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	New York	NY	08/2019	Present
J.P. Morgan Securities Llc	New York	NY	08/2019	Present
Jpmorgan Chase	New York	NY	06/2018	08/2018
University Of Chicago Booth Business School	Chicago	IL	09/2017	06/2019
Franklin Templeton / Fiduciary Trust Company International	New York	NY	09/2013	06/2017
Unemployed	New York	NY	07/2017	08/2017

08/2019 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
08/2019 → Present

J.P. Morgan Securities Llc

New York, NY
06/2018 → 08/2018

Jpmorgan Chase

New York, NY
09/2017 → 06/2019

University Of Chicago Booth Business School

Chicago, IL
09/2013 → 06/2017

Franklin Templeton / Fiduciary Trust Company International

New York, NY
07/2017 → 08/2017

Unemployed

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-06
S63	Uniform Securities Agent State Law Examination	2019-11-27

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