Matthew R. Coughlin

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

• 06/2019 → 10/2019
  Td Ameritrade Inc.
  Forest Hills, NY
• 02/2020 → 01/2021
  Td Ameritrade Inc/Td Ameritrade Investment Management Llc
  Forest Hills, NY
• 08/2019 → 10/2019
  Td Ameritrade Financial Services Co.
  Forest Hills, NY
• 06/2021 → 08/2022
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2021 → 08/2022
  J.P. Morgan Securities Llc
  New York, NY
• 11/2019 → 01/2020
  Unemployed
  Smithtown, NY
• 02/2021 → 05/2021
  Unemployed
  Long Island City, NY
• 09/2014 → 05/2019
  Unemployed
  Smithtown, NY
• 09/2022 → 11/2022
  United Asset Strategies
  Garden City, NY
• 02/2023 → 08/2024
  Td Wealth
  Melville, NY
• 02/2023 → 08/2024
  Td Private Client Wealth Llc
  Melville, NY
• 08/2024 → Present
  J.P. Morgan Securities Llc
  West Islip, NY
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  West Islip, NY
• 12/2022 → 01/2023
  Unemployed
  Smithtown, NY
• 08/2022 → 11/2022
  Decisionhr
  Garden City, NY

Previous Registrations

• 2023-02-22 → 2024-08-30
  Td Private Client Wealth Llc
  Melville, NY
• 2022-09-07 → 2022-11-21
  United Asset Strategies Inc.
  Garden City, NY
• 2021-07-20 → 2022-09-13
  J.P. Morgan Securities Llc
  New York, NY
• 2020-03-11 → 2021-01-11
  Td Ameritrade, Inc.
  Forest Hills, NY
• 2020-03-13 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Forest Hills, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-01-30

Other Names

• Matthew Coughlin
• Matthew Robert Coughlin
• Matthew R. Coughlin