Matthew Hale

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

• 07/2017 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
• 07/2017 → 09/2020
  Bank Of America N.A.
  Brooklyn, NY
• 06/2017 → 06/2017
  Unemployed
  Parkland, FL
• 03/2013 → 05/2017
  Florida State University
  Tallahassee, FL
• 09/2020 → Present
  J.P. Morgan Chase Bank, N.A.
  Boca Raton, FL
• 09/2020 → Present
  J.P. Morgan Securities Llc
  Boca Raton, FL

Previous Registrations

• 2019-01-14 → 2020-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
  New York, NY
  Brooklyn, NY
  Melville, NY
  Brooklyn, NY
  Brooklyn, NY
  Tamarac, FL
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-01-11

Other Names

• Matthew Hale
• Matthew Kendrick Hale