Matthew P. Bettenhausen

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

• 09/2016 → Present
  Jpmorgan Securities Llc
  Chicago, IL

Previous Registrations

• 2016-05-13 → 2016-09-02
  Signator Investors, Inc.
  Johnston, IA
  Cedar Rapids, IA
  Rochester, MN
  Webster City, IA
• 2014-11-25 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  Johnston, IA

Exams

• S66 Uniform Combined State Law Examination
  2014-11-25

Other Names

• Matt Bettenhausen
• Matthew Parker Bettenhausen