Matthew Willis Richardson

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

• 03/2016 → 10/2017
  San Francisco Giants
  San Francisco, CA
• 04/2016 → 04/2018
  Worldwide Golf Shops
  Santa Rosa, CA
• 04/2018 → Present
  J.P. Morgan Securities Llc
  Santa Rosa, CA
• 04/2018 → Present
  Jp Morgan Chase Bank, N.A.
  Santa Rosa, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-24
• S63 Uniform Securities Agent State Law Examination
  2018-05-16

Other Names

• Matt W Richardson
• Matthew Richardson
• Matthew W Richardson
• Matt Richardson