Matthew Spellman

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

• 01/2023 → Present
  Jpmorgan Chase Bank, Na
  Scottsdale, AZ
• 01/2023 → Present
  Jpmorgan Securities Llc
  Scottsdale, AZ
• 05/2022 → 07/2022
  Stifel
  Phoenix, AZ
• 04/2020 → 01/2022
  Legends Trading Llc
  Waukesha, WI
• 11/2019 → 09/2020
  Olive Garden
  Brookfield, WI
• 05/2019 → 08/2019
  Zilli Hospitality Group
  Waukesha, WI
• 11/2018 → 10/2019
  Sunset Bowl
  Waukesha, WI
• 03/2018 → 08/2018
  Chick Fil A
  Brookfield, WI
• 06/2017 → 08/2017
  Oxygen One Inc
  Waukesha, WI
• 01/2013 → 05/2017
  Unemployed
  Waukesha, WI
• 09/2017 → 02/2018
  Unemployed
  Waukesha, WI
• 09/2018 → 10/2018
  Unemployed
  Waukesha, WI
• 02/2022 → 04/2022
  Unemployed
  Waukesha, WI
• 08/2022 → 12/2022
  Unemployed
  Waukesha, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-02-24

Designations

• Certified Financial Planner

Other Names

• Matthew John Spellman