Ashley Matheis
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.
- J.P. Morgan Securities LLCMar 2023 to now
- JPMorgan Chase Bank, N.A.Mar 2023 to now
- Forrest T. Jones & Co, Inc. dba Ftj Retirement AdvisorsJan 2022 to Mar 2023
- Fidelity Security Life Insurance CompanyDec 2021 to Mar 2023
- Planmember Securities CorporationDec 2021 to Feb 2023
- CitigroupApr 2021 to Dec 2021
- Citigroup Global Markets IncMar 2021 to Dec 2021
- Wells Fargo NAOct 2019 to Mar 2021
- Wells AdvisorsSep 2019 to Mar 2021
- Wells Fargo Clearing Services, LLCJul 2019 to Mar 2021
- DisysJul 2019 to Oct 2019
- Talent Bridge/employee Relations Associates, IncAug 2018 to Jul 2019
- Cardinal Buick GmcMar 2018 to Aug 2018
- Gateway Buick GmcSep 2017 to Mar 2018
- Kia Autosport of PensacolaJul 2017 to Sep 2017
- Schicker FordOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (IL, MO, 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
- 7021172
- Firm CRD
- 79