Matthew Ryan Werther

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

• 03/2018 → 06/2018
  Hockey Giant
  East Norriton, PA
• 05/2018 → 06/2019
  Philadelphia Cricket Club
  Plymouth Meeting, PA
• 05/2020 → 08/2020
  The Beagle Button
  London
• 05/2021 → 09/2021
  Techsalerator
  Miami, FL
• 08/2022 → 06/2023
  Ubs Financial Services Inc
  Charlotte, NC
• 08/2018 → 05/2022
  University Of Florida
  Gainesville, FL
• 02/2018 → 03/2018
  Tsg Enterprises Llc
  East Norriton, PA
• 07/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2022 → 04/2023
  Ubs
  Charlotte, NC
• 07/2013 → 01/2018
  Unemployed
  Plymouth Meeting, PA
• 06/2022 → 07/2022
  Unemployed
  Charlotte, NC

Previous Registrations

• 2022-12-17 → 2023-06-15
  Ubs Financial Services Inc.
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-12-17

Other Names

• Matthew R Werther
• Matthew Werther