Matthew John Poindexter

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

• 06/2026 → Present
  J.P. Morgan Securities Llc
  Wellesley, MA
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Wellesley, MA
• 05/2021 → 06/2026
  Keenan Financial
  Boston , MA
• 05/2021 → 06/2026
  Keenan Financial
  Boston, MA
• 06/2022 → 07/2023
  California Cryobank Llc
  Cambridge, MA
• 09/2017 → 05/2021
  Boston College
  Chestnut Hill, MA
• 06/2020 → 08/2020
  Exelon Corporation
  Baltimore, MD
• 06/2020 → 08/2020
  Baltimore Gas & Electric
  Baltimore, MD
• 06/2019 → 08/2019
  Baltimore Gas Electric
  Baltimore, MD
• 06/2017 → 08/2017
  Lynchs Food And Beverage Llc/ Brian Boru
  Severna Park, MD
• 09/2016 → 06/2017
  Unemployed
  Severna Park, MD
• 05/2016 → 09/2016
  Continential Pool Llc
  Millersville, MD
• 05/2016 → 09/2016
  Olde Severna Park Improvement Association
  Severna Park, MD

Previous Registrations

• 2021-12-16 → 2026-06-22
  Keenan Financial
  Boston, MA
  Boston, MA
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-15

Other Names

• Mathew John Poindexter