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Matthew Goetz

J.P. Morgan Securities LLC

Summit, NJ

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-09-22
TX RA APPROVED 2023-09-21
  • NJ RA
    APPROVED
    Since 2023-09-22
  • TX RA
    APPROVED
    Since 2023-09-21

Branch Locations

25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Squan Tavern Manasquan NJ 08/2015 07/2018
Tacos And Tequila Cantina Fort Myers FL 06/2020 08/2020
Advocate Radiation Oncology Fort Myers FL 04/2021 02/2022
Marquis Wealth Management Group Fort Myers FL 06/2022 07/2023
Florida Gulf Coast University Fort Myers FL 08/2018 05/2022
Jpmorgan Chase Bank Na Summit NJ 08/2023 Present
Jpmorgan Securities Llc Summit NJ 08/2023 Present
Three Resch Kids Llc Naples FL 06/2020 08/2020
  • 08/2015 → 07/2018
    Squan Tavern
    Manasquan, NJ
  • 06/2020 → 08/2020
    Tacos And Tequila Cantina
    Fort Myers, FL
  • 04/2021 → 02/2022
    Advocate Radiation Oncology
    Fort Myers, FL
  • 06/2022 → 07/2023
    Marquis Wealth Management Group
    Fort Myers, FL
  • 08/2018 → 05/2022
    Florida Gulf Coast University
    Fort Myers, FL
  • 08/2023 → Present
    Jpmorgan Chase Bank Na
    Summit, NJ
  • 08/2023 → Present
    Jpmorgan Securities Llc
    Summit, NJ
  • 06/2020 → 08/2020
    Three Resch Kids Llc
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-08
S65 Uniform Investment Adviser Law Examination 2022-09-12
  • S63 Uniform Securities Agent State Law Examination
    2023-12-08
  • S65 Uniform Investment Adviser Law Examination
    2022-09-12
Other Names
  • Matthew Thomas Goetz

View on SEC IAPD

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Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
OPPENHEIMER & CO. INC. · SUMMIT, NJ

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