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Matthew James Kruger

Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
3 statesRegistered 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

10 years in the industry.

  1. J.P. Morgan Securities LLCSep 2022 to now
  2. JPMorgan Chase Bank, NASep 2022 to now
  3. JPMorgan Securities LLCSep 2022 to now
  4. UBS Financial Services Inc.Aug 2019 to Sep 2022
  5. UnemployedJun 2019 to Jul 2019
  6. University of MiamiAug 2018 to May 2019
  7. UBS Financial ServicesJun 2018 to Aug 2018
  8. University of MiamiAug 2017 to May 2018
  9. Tarpey Group, LLCMay 2017 to Aug 2017
  10. University of MiamiAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, 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
6947794
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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