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Matthew Simon Petersen

J.P. Morgan Securities LLC

Independence, OH

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-28
OH RA APPROVED 2022-02-23
  • TX RA
    APPROVED
    Since 2022-08-28
  • OH RA
    APPROVED
    Since 2022-02-23

Branch Locations

6200 Brecksville Rd., Independence, OH 44131 • 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. Brecksville OH 10/2016 08/2020
Rowley Inn Cleveland OH 02/2014 09/2016
J.P. Morgan Securities Llc Cleveland OH 03/2017 05/2018
J.P. Morgan Securities Llc Brecksville OH 03/2020 08/2020
J.P. Morgan Securities Llc Charleston SC 09/2020 12/2021
Jpmorgan Chase Bank, N.A. Charleston SC 09/2020 12/2021
Jp Morgan Chase Bank, N.A. Independence OH 01/2022 Present
J.P. Morgan Securities Llc Independence OH 01/2022 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
S63 Uniform Securities Agent State Law Examination 2020-07-03
  • S66 Uniform Combined State Law Examination
    2022-02-16
  • S63 Uniform Securities Agent State Law Examination
    2020-07-03
Other Names
  • Matthew S Petersen
  • Matthew Petersen
  • Matt Petersen

View on SEC IAPD

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APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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