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Matthew Aloysius Durnan

J.P. Morgan Securities LLC

Charlotte, NC

Huntersville, NC

CRD 6892361

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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
TX RA APPROVED 2023-07-25
WV RA APPROVED 2022-02-04
NC RA APPROVED 2022-02-03
  • TX RA
    APPROVED
    Since 2023-07-25
  • WV RA
    APPROVED
    Since 2022-02-04
  • NC RA
    APPROVED
    Since 2022-02-03

Branch Locations

8012 Northlake Creek Dr, Charlotte, NC 28216 • United States

8830 Lindholm Dr Ste 100, Huntersville, NC 28078 • 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
J.P. Morgan Securities Llc Huntersville NC 01/2022 Present
Jpmorgan Chase Bank, N.A. Huntersville NC 08/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-23
S63 Uniform Securities Agent State Law Examination 2018-03-02
  • S66 Uniform Combined State Law Examination
    2021-08-23
  • S63 Uniform Securities Agent State Law Examination
    2018-03-02
Other Names
  • Matthew Aloysius Durnam

View on SEC IAPD

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