Matthew Morris

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

• 12/2022 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2017 → 08/2017
  Forth Sport Floors
  East Greenbush, NY
• 02/2014 → 04/2017
  Unemployed
  East Greenbush, NY
• 06/2017 → 08/2017
  Rifenburg Construction
  Troy, NY
• 12/2017 → 01/2018
  Rifenburg Construction
  Troy, NY
• 05/2018 → 08/2018
  Rifenburg Construction
  Troy, NY
• 12/2018 → 01/2019
  Rifenburg Construction
  Troy, NY
• 05/2019 → 08/2019
  Rifenburg Construction
  Troy, NY
• 11/2020 → 01/2021
  Fed Ex
  Rensselaer, NY
• 08/2017 → 05/2020
  Stony Brook University
  Stony Brook, NY
• 05/2020 → 08/2020
  Rifenburg Construction
  Troy, NY
• 05/2021 → 08/2021
  Axa Equitable
  New York, NY
• 05/2022 → 08/2022
  3D Garden State
  N/A, NJ
• 08/2020 → 12/2022
  Wagner College
  Staten Island, NY
• 05/2023 → 02/2024
  Janney Montgomery Scott Llc
  Midtown, NY
• 02/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 02/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2019 → 08/2019
  Pheasant Hollow Golf Course
  Castleton-On-Hudson, NY

Previous Registrations

• 2023-05-15 → 2024-03-01
  Janney Montgomery Scott Llc
  New York, NY
• 2023-04-25 → 2023-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-04-21

Other Names

• Matthew Morris
• Matthew Ryan Morris