Matthew L Hall

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

• 06/2005 → Present
  Starbuck Tisdale
  Santa Barbara, CA
• 10/2005 → 09/2023
  First Republic Securities Company, Llc
  Los Angeles, CA
• 06/2005 → Present
  First Republic Investment Management, Inc.
  Los Angeles, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA

Previous Registrations

• 2015-05-21 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA
  San Francisco, CA
• 1997-07-08 → 2005-06-17
  Engemann Asset Management
  Pasadena, CA

Other Businesses

Name: American Friends of Belvoir Castle Address: Grantham NG32 1PE, United Kingdom Investment-related: Yes Nature of the business: Castle that is home to the Duke and Duchess of Rutland. Role: President Start Date: 12/01/2021 Description of duties: Raise funds and hold charitable events to benefit the preservation and maintenance of a 200 year old castle. Number of hours each month: 4 Number of hours during trading: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-17
• S63 Uniform Securities Agent State Law Examination
  1992-10-27

Other Names

• Matthew Lee Hall