Matthew James Lodato
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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 LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- Equitable Advisors, LLCApr 2025 to Aug 2025
- Equitable Financial Life InsuranceApr 2025 to Aug 2025
- Bergenfield Public SchoolsFeb 2024 to Apr 2025
- U.S. Gymnastics Development CenterNov 2023 to Sep 2025
- StaplesMar 2023 to Apr 2023
- Oradell Public WorksMay 2022 to Sep 2022
- Skyzone Indoor Trampoline ParkMar 2022 to Oct 2023
- UnemployedAug 2021 to Feb 2022
- ShopriteJan 2021 to Jul 2021
- UnemployedSep 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8066903
- Firm CRD
- 79