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Matthew Kohn

J.P. Morgan Securities LLC

Baton Rouge, LA

CRD 7783320

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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
LA RA APPROVED 2023-09-04
TX RA APPROVED 2023-09-04
  • LA RA
    APPROVED
    Since 2023-09-04
  • TX RA
    APPROVED
    Since 2023-09-04

Branch Locations

451 Florida St Floor 6, Suite 625, Baton Rouge, LA 70801 • 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
Louisiana State University Baton Rouge LA 08/2019 05/2023
Jpmorgan Chase Bank, N.A. Baton Rouge LA 07/2023 Present
J.P. Morgan Securities Llc Baton Rouge LA 07/2023 Present
Jpmorgan Chase Bank, N.A. Baton Rouge LA 06/2022 08/2022
Capital South Wealth Management Baton Rouge LA 05/2021 12/2021
Horseshoe Bend Country Club Roswell GA 08/2017 08/2020
Genesis Real Estate Advisers Llc Atlanta GA 05/2019 08/2019
Atlanta International Umpires Johns Creek GA 09/2014 09/2018
Unemployed Baton Rouge GA 06/2023 06/2023
  • 08/2019 → 05/2023
    Louisiana State University
    Baton Rouge, LA
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Baton Rouge, LA
  • 07/2023 → Present
    J.P. Morgan Securities Llc
    Baton Rouge, LA
  • 06/2022 → 08/2022
    Jpmorgan Chase Bank, N.A.
    Baton Rouge, LA
  • 05/2021 → 12/2021
    Capital South Wealth Management
    Baton Rouge, LA
  • 08/2017 → 08/2020
    Horseshoe Bend Country Club
    Roswell, GA
  • 05/2019 → 08/2019
    Genesis Real Estate Advisers Llc
    Atlanta, GA
  • 09/2014 → 09/2018
    Atlanta International Umpires
    Johns Creek, GA
  • 06/2023 → 06/2023
    Unemployed
    Baton Rouge, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-02
  • S66 Uniform Combined State Law Examination
    2023-09-02
Other Names
  • Matt Scott Kohn
  • Matthew Kohn
  • Matthew Scott Kohn

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC

Nearby Investors

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Andrew K Scholl
DANIELLE T CREPPEL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA

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