Edward Matthew Courtney

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

• 10/2015 → 11/2022
  Tiaa
  Lewisville, TX
• 11/2022 → Present
  J.P. Morgan Securities Llc
  Plano, TX

Previous Registrations

• 2013-12-13 → 2015-06-11
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 2002-05-24 → 2004-01-09
  Pruco Securities, Llc.
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-12-12
• S65 Uniform Investment Adviser Law Examination
  2002-03-15
• S63 Uniform Securities Agent State Law Examination
  1998-11-21

Other Names

• Matt Courtney
• Edward Matthew Courtney
• Matt Courtney
• Edward Matthew Courtney
• Edward Matthew Courtney