Matthew Ambuehl

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

• 01/2015 → 01/2019
  Pruco Securities, Llc
  Downers Grove, IL
• 01/2015 → 01/2019
  The Prudential Insurance Company Of America
  Downers Grove, IL
• 04/2019 → 09/2019
  Massmutual Life Insurance Co
  Chicago, IL
• 05/2019 → 09/2019
  Mml Investors Services, Llc
  Chicago, IL
• 09/2019 → Present
  Jp Morgan Securities, Llc
  Chicago, IL
• 09/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2019-06-05 → 2019-10-04
  Mml Investors Services, Llc
  Chicago, IL
• 2015-01-30 → 2019-01-28
  Pruco Securities, Llc.
  Downers Grove, IL
• 2011-02-28 → 2014-12-22
  New England Securities
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-11
• S63 Uniform Securities Agent State Law Examination
  2007-07-28

Other Names

• Matthew Ambuehl
• Matthew Aaron Ambuehl