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Matthew Palmer

J.P. Morgan Securities LLC

Frisco, TX

CRD 5649307

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-03-04
  • TX RA
    APPROVED
    Since 2013-03-04

Branch Locations

5375 Lebanon Rd, Frisco, TX 75034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank (Tx) Frisco TX 02/2013 Present
J.P. Morgan Securities Llc Frisco TX 02/2013 Present
Previous Registrations
  • 2009-12-14 → 2011-07-20
    Chase Investment Services Corp.
    Frisco, TX
  • 2009-07-15 → 2009-12-16
    Wells Fargo Investments, Llc
    Frisco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-10
  • S66 Uniform Combined State Law Examination
    2009-06-10
Other Names
  • Matthew C Palmer
  • Matthew Palmer
  • Matthew Carl Palmer

View on SEC IAPD

Nearby Firms

BSIP SLP GP, LLC
MCCLURE CAPITAL ADVISORS, INC.
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Nearby Investors

Raymond Michiel McClure
VICTOR JAMES MCCLURE
Logan Mikel Wakumoto

Nearby Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX

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