Matthew Miller
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- Companion Care of RochesterSep 2024 to now
- J.P. Morgan Securities LLCOct 2022 to now
- JP Morgan Chase Bank, N.A.Oct 2022 to now
- Tap & ShakeAug 2022 to May 2023
- Park Avenue Securities LLCFeb 2022 to Sep 2022
- Guardian Life Insurance CompanyJul 2021 to Sep 2022
- Alliance Advisory GroupJun 2021 to Sep 2022
- Mercedes Benz of Rochester / West Herr Automotive GroupSep 2020 to May 2021
- Vector MarketingMay 2020 to Jun 2021
- Lakeview Vallet LLCSep 2019 to Sep 2019
- Rochester Institute of TechnologyAug 2018 to May 2022
- George W Long Inc. / Seabreeze Amusement ParkJul 2015 to Sep 2021
- UnemployedSep 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7393707
- Firm CRD
- 79