Matthew Goetz
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Matthew Goetz? Claim your profile
Contact this firm
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.
- J.P. Morgan Securities LLCSep 2023 to now
- JPMorgan Chase Bank NAAug 2023 to now
- JPMorgan Securities LLCAug 2023 to now
- Marquis Wealth Management GroupJun 2022 to Jul 2023
- Advocate Radiation OncologyApr 2021 to Feb 2022
- Tacos and Tequila CantinaJun 2020 to Aug 2020
- Three Resch Kids LLCJun 2020 to Aug 2020
- Florida Gulf Coast UniversityAug 2018 to May 2022
- Squan TavernAug 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
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
- 7613135
- Firm CRD
- 79