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Mateo Mauricio Koster

Investment adviser representative at J.P. Morgan Securities LLC
10 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

10 years in the industry.

  1. J.P. Morgan Securities LLCJul 2022 to now
  2. JPMorgan Chase Bank, N.A.Jul 2022 to now
  3. Steenbocks On OrchardAug 2021 to Jun 2022
  4. University of Wisconsin-madison HousingAug 2021 to Jun 2022
  5. TargetMar 2020 to Nov 2021
  6. DluxJan 2020 to Mar 2020
  7. Brinker International Payroll Co, LPSep 2019 to Jan 2022
  8. Ridgley FamilyAug 2019 to Dec 2019
  9. Ashton Mcgee Restoration GroupJun 2019 to Aug 2019
  10. Chili's Bar and GrillOct 2017 to Sep 2019
  11. Dr Jennifer Eisenhuth Dds OrthodontistSep 2016 to Oct 2018
  12. Noodles and CoMar 2016 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
7597086
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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