Matthew G. Wilson

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

• 11/2015 → 04/2018
  Equity Trust Company
  Westlake, OH
• 04/2018 → 07/2021
  E*Trade Financial Corporation
  Chicago, IL
• 08/2021 → Present
  J.P. Morgan Securities Llc
  Bradenton, FL
• 04/2018 → 07/2021
  E*Trade Securities Llc
  Chicago, IL
• 11/2016 → 03/2018
  Etc Brokerage Services, Llc
  Westlake, OH
• 04/2021 → 07/2021
  Morgan Stanley
  Westlake, OH

Previous Registrations

• 2014-03-20 → 2015-03-05
  Scottrade Investment Management
  Saint Louis, MO
• 2004-09-10 → 2012-06-29
  Td Ameritrade, Inc.
  Clayton, MO
  Omaha, NE
  St Louis, MO
• 2006-05-17 → 2012-06-29
  Td Ameritrade Investment Management, Llc
  St. Louis, MO
  Chesterfield, MO
• 2003-05-13 → 2004-08-25
  Charles Schwab & Co., Inc.
  Clayton, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-12-12
• S63 Uniform Securities Agent State Law Examination
  2000-01-22

Other Names

• Matthew G Wilson
• Matthew George Wilson