Matthew Shaughnessy

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

• 07/2022 → 11/2024
  J.P. Morgan Securities Llc
  Denver, CO
• 07/2022 → 11/2024
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 05/2021 → 06/2022
  Jax Fish House
  Boulder, CO
• 06/2020 → 11/2020
  West End Tavern
  Boulder, CO
• 05/2016 → 08/2019
  Wollaston Golf Club
  Milton, MA
• 08/2018 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 11/2024 → Present
  Jpmorgan Chase Bank N.A.
  New York, NY
• 11/2024 → Present
  Jp Morgan Securities Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-12
• S63 Uniform Securities Agent State Law Examination
  2024-11-25

Other Names

• Matt Liam Shaughnessy
• Matthew Liam Shaughnessy
• Matt Shaughnessy