Matthew Thorne

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-18
GA	RA	APPROVED	2024-06-10

Branch Locations

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

Organization	City	State	From	To
Jpmorgan Chase Bank Na	Atlanta	GA	10/2019	05/2023
Jpmorgan Securities Llc	Atlanta	GA	10/2019	05/2023
Jpmorgan Chase Bank Na	Plano	TX	09/2018	09/2019
United States Air Force	Robins Afb	GA	05/2013	09/2018
United States Air Force Reserves	Schriever Afb	CO	09/2018	Present
Morgan Stanley	Alpharetta	GA	05/2023	05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Gainesville	GA	05/2024	Present
Bank Of America, N.A.	Gainesville	GA	06/2024	Present

10/2019 → 05/2023

Jpmorgan Chase Bank Na

Atlanta, GA
10/2019 → 05/2023

Jpmorgan Securities Llc

Atlanta, GA
09/2018 → 09/2019

Jpmorgan Chase Bank Na

Plano, TX
05/2013 → 09/2018

United States Air Force

Robins Afb, GA
09/2018 → Present

United States Air Force Reserves

Schriever Afb, CO
05/2023 → 05/2024

Morgan Stanley

Alpharetta, GA
05/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gainesville, GA
06/2024 → Present

Bank Of America, N.A.

Gainesville, GA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-09
S63	Uniform Securities Agent State Law Examination	2019-12-02

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