Matthew James D'ANtoni

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

• 07/2023 → Present
  Jpmorgan Chase Bank, Na
  Greenwich, CT
• 07/2023 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 06/2022 → 08/2022
  Jpmorgan Chase Bank, Na
  Greenwich, CT
• 09/2022 → 06/2023
  Bucknell University
  Lewisburg, PA
• 06/2021 → 07/2021
  Simitree Healthcare Consulting
  Hamden, CT
• 06/2020 → 08/2020
  Tss Facilty Service
  Union, NJ
• 05/2018 → 08/2019
  Fairmount Country Club
  Chatham, NJ
• 07/2013 → 04/2018
  Unemployed
  Chatham, NJ
• 08/2019 → 05/2020
  Bucknell University
  Lewisburg, PA
• 09/2020 → 05/2021
  Bucknell University
  Lewisburg, PA
• 08/2021 → 05/2022
  Bucknell University
  Lewisburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-02