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Matthew Murray Thomas

J.P. Morgan Securities LLC

Westerville, OH

CRD 7699955

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-04
OH RA APPROVED 2025-10-11
TX RA APPROVED 2025-10-10
  • CA RA
    APPROVED
    Since 2025-12-04
  • OH RA
    APPROVED
    Since 2025-10-11
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • 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
Jpmorgan Chase Bank, N.A. Westerville OH 09/2025 Present
J.P. Morgan Securities, Llc Westerville OH 09/2025 Present
Global Financial Partners Llc Dublin OH 05/2023 08/2025
Foresight Marketing, Llc Westerville OH 03/2022 01/2024
Total Quality Logistics Columbus OH 02/2020 03/2022
Unemployed Columbus OH 01/2020 01/2020
University Of Kentucky Lexington KY 08/2015 12/2019
Aep Energy Columbus OH 05/2019 08/2019
Rona Homes Pataskala OH 05/2018 08/2018
Wildcat Moving Llc Lexington KY 05/2017 06/2017
  • 09/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Westerville, OH
  • 09/2025 → Present
    J.P. Morgan Securities, Llc
    Westerville, OH
  • 05/2023 → 08/2025
    Global Financial Partners Llc
    Dublin, OH
  • 03/2022 → 01/2024
    Foresight Marketing, Llc
    Westerville, OH
  • 02/2020 → 03/2022
    Total Quality Logistics
    Columbus, OH
  • 01/2020 → 01/2020
    Unemployed
    Columbus, OH
  • 08/2015 → 12/2019
    University Of Kentucky
    Lexington, KY
  • 05/2019 → 08/2019
    Aep Energy
    Columbus, OH
  • 05/2018 → 08/2018
    Rona Homes
    Pataskala, OH
  • 05/2017 → 06/2017
    Wildcat Moving Llc
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ARSENEAU FINANCIAL
ELEVATION FINANCIAL PARTNERS, LLC

Nearby Investors

JANET LEA GABEL
WILLIAM MITCHELL GARNER
SHAWN MICHAEL ARSENEAU

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Westerville, OH
ARSENEAU FINANCIAL · WESTERVILLE, OH
ELEVATION FINANCIAL PARTNERS, LLC · WESTERVILLE, OH

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