Matthew Alex Rosenberg

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

• 06/2024 → 03/2026
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2023 → 08/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2021 → 08/2021
  Ke Camps
  East Norwich, NY
• 05/2022 → 08/2022
  Roots Natural Kitchen
  Columbus, OH
• 06/2021 → 08/2021
  Self-Employed
  Plainview, NY
• 06/2020 → 08/2020
  Ke Camps
  East Norwich, NY
• 06/2019 → 09/2019
  Mid-Island Y Jcc Day Camp
  Plainview, NY
• 08/2020 → 05/2024
  The Ohio State University
  Columbus, OH
• 09/2016 → 06/2020
  Plainview-Old Bethpage John F Kennedy High School
  Plainview, NY
• 03/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2022 → 06/2022
  Snag
  Columbus, OH

Previous Registrations

• 2024-09-09 → 2026-03-20
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

Effective 3/23/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Matt A Rosenberg
• Matthew Rosenberg
• Matt Rosenberg
• Matthew A Rosenberg