Matthew James Lodato

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

• 02/2024 → 04/2025
  Bergenfield Public Schools
  Bergenfield, NJ
• 11/2023 → 09/2025
  U.S. Gymnastics Development Center
  Mahwah, NJ
• 03/2022 → 10/2023
  Skyzone Indoor Trampoline Park
  Allendale, NJ
• 03/2023 → 04/2023
  Staples
  Riverdale, NJ
• 05/2022 → 09/2022
  Oradell Public Works
  Oradell, NJ
• 01/2021 → 07/2021
  Shoprite
  Englewood, NJ
• 04/2025 → 08/2025
  Equitable Advisors, Llc
  New York, NY
• 04/2025 → 08/2025
  Equitable Financial Life Insurance
  New York, NY
• 09/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Valley Cottage, NY
• 09/2025 → Present
  J.P. Morgan Securities Llc
  Valley Cottage, NY
• 09/2015 → 12/2020
  Unemployed
  Bergenfield, NJ
• 08/2021 → 02/2022
  Unemployed
  Bergenfield, NJ

Previous Registrations

• 2025-04-11 → 2025-08-20
  Equitable Advisors, Llc
  New York, NY
  Bergenfield, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-02-04