Matthew Kogler (CRD# 6314932) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Conroe, TX and has over 9 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rlk Phoenix Enterprises LLC | Cypress, TX | Aug 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Kingwood, TX | Apr 2021 - Current | 3 |
| Jp Morgan Chase Bank, N.a. | Kingwood, TX | Apr 2021 - Current | 3 |
| Gwfs Equities, Inc. | Houston, TX | Apr 2019 - Apr 2021 | 2 |
| Advised Assets Group, LLC | Rosenberg, TX | May 2019 - Mar 2021 | 1 |
| Invesco Distributors, Inc. | Houston, TX | Jan 2015 - Apr 2019 | 4 |
| Invesco Advisers, Inc. | Houston, TX | Jan 2015 - Apr 2019 | 4 |
| Edward Jones | North Hollywood, CA | Mar 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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