William Matthew Baugher

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

• 12/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 12/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2023 → 10/2024
  Valley Associates
  Lawrence, MA
• 06/2021 → 09/2022
  Atlantic Equity Partners
  Boston, MA
• 07/2020 → 09/2022
  The Gaslight (Coal Alley Llc)
  Nantucket, MA
• 09/2020 → 05/2023
  Boston University
  Boston, MA
• 08/2022 → 08/2022
  Thompson International Speedway Llc
  Boston, MA
• 11/2024 → 11/2024
  Unemployed
  Boston, MA
• 12/2014 → 06/2020
  Unemployed
  Greenwich, CT

Other Businesses

Effective 12/30/2024 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
  2025-02-18

Other Names

• William Matthew Baugher