Matthew John Poindexter
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 LLCJun 2026 to now
- JPMorgan Chase Bank, N.A.Jun 2026 to now
- California Cryobank LLCJun 2022 to Jul 2023
- Keenan FinancialMay 2021 to Jun 2026
- Baltimore Gas & ElectricJun 2020 to Aug 2020
- Exelon CorporationJun 2020 to Aug 2020
- Baltimore Gas ElectricJun 2019 to Aug 2019
- Boston CollegeSep 2017 to May 2021
- Lynchs Food and Beverage Llc/ Brian BoruJun 2017 to Aug 2017
- UnemployedSep 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (ME, NH, RI).
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
- 7425488
- Firm CRD
- 79