Matthew Biedron
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
Are you Matthew Biedron? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCJan 2022 to now
- JP Morgan Chase Bank, N.A.Jan 2022 to now
- Namabi LLCSep 2020 to now
- Vanguard Advisers, IncJul 2019 to Jan 2022
- Vanguard Marketing Corporation(Jul 2019 to Jan 2022
- USAA Investment Management CompanyJan 2018 to Jul 2019
- USAA Financial Planning ServicesApr 2015 to Jan 2018
- USAA Financial Advisors, IncFeb 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5481462
- Firm CRD
- 79