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Matthew Frank Barkauskas

Investment adviser representative at J.P. Morgan Securities LLC
13 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

13 years in the industry.

  1. J.P. Morgan Securities LLCOct 2022 to now
  2. JPMorgan Chase Bank, NAJul 2022 to now
  3. JPMorgan Securities LLCJul 2022 to now
  4. Sidelineswap, LLC.Aug 2021 to Jul 2022
  5. Proficio Capital PartnersJun 2021 to Jul 2021
  6. Steps LacrosseMay 2021 to Jun 2021
  7. UnemployedAug 2020 to Apr 2021
  8. TraditionJun 2020 to Jul 2020
  9. UnemployedJul 2018 to May 2020
  10. Laker Future Lacrosse ClubJun 2018 to Jul 2018
  11. UnemployedSep 2013 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
7594083
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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