Matthew Lombardi
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 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 LLCApr 2024 to now
- JPMorgan Chase Bank NAAug 2021 to now
- JPMorgan Securities LLCAug 2021 to now
- United States Coast GuardJul 2024 to Sep 2025
- Goldman Sachs & Co LLCApr 2020 to Aug 2021
- UnemployedJan 2020 to Mar 2020
- UBS Financial ServicesOct 2018 to Aug 2019
- Acuity Partners LLCJul 2018 to Sep 2018
- Metropolitan Risk AdvisoryJul 2018 to Sep 2018
- University of ViennaFeb 2018 to Jul 2018
- United States Securities and Exchange CommissionAug 2017 to Oct 2017
- Port Security Services IncJun 2017 to Feb 2018
- Mercy CollegeSep 2016 to Dec 2019
- The Murray CompanyOct 2015 to Sep 2017
- West MarineJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 7025424
- Firm CRD
- 79