Matthew R. Coughlin
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
12 years in the industry.
- J.P. Morgan Securities LLCAug 2024 to now
- JPMorgan Chase Bank, N.A.Aug 2024 to now
- TD Private Client Wealth LLCFeb 2023 to Aug 2024
- TD WealthFeb 2023 to Aug 2024
- UnemployedDec 2022 to Jan 2023
- United Asset StrategiesSep 2022 to Nov 2022
- DecisionhrAug 2022 to Nov 2022
- J.P. Morgan Securities LLCJun 2021 to Aug 2022
- JPMorgan Chase Bank, N.A.Jun 2021 to Aug 2022
- UnemployedFeb 2021 to May 2021
- TD Ameritrade Inc/td Ameritrade Investment Management LLCFeb 2020 to Jan 2021
- UnemployedNov 2019 to Jan 2020
- TD Ameritrade Financial Services Co.Aug 2019 to Oct 2019
- TD Ameritrade Inc.Jun 2019 to Oct 2019
- UnemployedSep 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6367257
- Firm CRD
- 79