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Matthew Hunter Garelick

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCJul 2025 to now
  2. JPMorgan Chase Bank, N.A.Jul 2025 to now
  3. UnemployedFeb 2025 to Jun 2025
  4. JPMorgan Chase & CoJun 2024 to Aug 2024
  5. Tp IcapJun 2023 to Aug 2023
  6. Prudential AdvisorsFeb 2023 to May 2023
  7. Rutgers Business SchoolJul 2022 to Dec 2024
  8. Tp IcapJun 2022 to Aug 2022
  9. Rutgers University, New BrunswickSep 2021 to Jan 2025
  10. UnemployedSep 2020 to Aug 2021
  11. Tony Boloney'sJun 2019 to Aug 2021
  12. UnemployedJul 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7559897
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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