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Matthew Kogler

J.P. Morgan Securities LLC

Conroe, TX

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-27
  • TX RA
    APPROVED
    Since 2021-04-27

Branch Locations

1320 West Davis St, Conroe, TX 77304 • 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
Invesco Distributors, Inc. Houston TX 01/2015 04/2019
Invesco Advisers, Inc. Houston TX 01/2015 04/2019
Gwfs Equities, Inc. Houston TX 04/2019 04/2021
J.P. Morgan Securities Llc Kingwood TX 04/2021 Present
Jp Morgan Chase Bank, N.A. Kingwood TX 04/2021 Present
Advised Assets Group, Llc Rosenberg TX 05/2019 03/2021
Rlk Phoenix Enterprises Llc Cypress TX 08/2023 06/2025
  • 01/2015 → 04/2019
    Invesco Distributors, Inc.
    Houston, TX
  • 01/2015 → 04/2019
    Invesco Advisers, Inc.
    Houston, TX
  • 04/2019 → 04/2021
    Gwfs Equities, Inc.
    Houston, TX
  • 04/2021 → Present
    J.P. Morgan Securities Llc
    Kingwood, TX
  • 04/2021 → Present
    Jp Morgan Chase Bank, N.A.
    Kingwood, TX
  • 05/2019 → 03/2021
    Advised Assets Group, Llc
    Rosenberg, TX
  • 08/2023 → 06/2025
    Rlk Phoenix Enterprises Llc
    Cypress, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-06
  • S66 Uniform Combined State Law Examination
    2014-06-06
Other Names
  • Matt Kogler
  • Matthew Kogler
  • Matthew William Kogler

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
MARIPAU WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JOYLA DANITA GREGORY
STEPHANIE HERRERA
Michael Stanley Burks
LUIS ENRIQUE MARTINEZ
CARLOS ANDRES ALVAREZ
GABRIEL GUILLERMO ELORDUY
John Curry McGill
Craig Allan Tomasek

Other Offices

PFS INVESTMENTS INC. · CONROE, TX
PFS INVESTMENTS INC. · CONROE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Conroe, TX
ABENDSTERN WEALTH MANAGEMENT, INC. · SHENANDOAH, TX
BULLTICK WEALTH MANAGEMENT, LLC · Shenamdoah, TX
EDWARD JONES · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Shenandoah, TX
MARIPAU WEALTH MANAGEMENT LLC · Shenandoah, TX

More in Conroe, TX

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