Matthew Telona
Investment adviser representative at J.P. Morgan Securities LLC
8 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
8 years in the industry.
- J.P. Morgan Securities LLCDec 2023 to now
- JPMorgan Chase Bank, N.A.Dec 2023 to now
- Bank of America, N.A.Apr 2023 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to Nov 2023
- Fidelity Personal and Workplace AdvisorsNov 2022 to Apr 2023
- Fidelity Brokerage Services LLCApr 2022 to Apr 2023
- Fidelity InvestmentsApr 2022 to Apr 2023
- Sea Level Coffee/ Olympia Coffee RoastersFeb 2022 to Apr 2022
- Creative Staffing SolutionsFeb 2022 to Feb 2022
- Hire TalentFeb 2022 to Feb 2022
- Fidelity Brokerage Services LLCJun 2021 to Jan 2022
- Fidelity InvestmentsJun 2021 to Jan 2022
- Sunmerry CoffeeJul 2020 to Nov 2020
- Bank of AmericaMar 2020 to Jun 2021
- AmazonJul 2019 to Jul 2019
- DrippOct 2018 to Jul 2020
- StarbucksAug 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7395764
- Firm CRD
- 79