Matthew Versage

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 01/2021
  Jpmorgan Chase Bank Na
  Tampa, FL
• 09/2019 → 01/2021
  Jpmorgan Securities Llc
  Tampa, FL
• 09/2018 → 09/2019
  Jpmorgan Chase Bank Na
  Tampa, FL
• 05/2011 → Present
  Us Air Force
  Colorado Springs, CO
• 02/2015 → 01/2018
  Life Time Fitness, Inc
  Colorado Springs, CO
• 08/2019 → 10/2020
  Tac Enterprises Llc
  Tampa, FL
• 02/2021 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-11-20

Designations

• Certified Financial Planner

Other Names

• Matt Versage
• Matthew Vincent Versage
• Matthew V. Versage
• Matthew V Versage