Matthew Stewart, financial advisor Flint MI
93 score

Matthew Stewart

CRD Number: 5545993
Current Firm: J.p. Morgan Securities LLC

Matthew Stewart (CRD# 5545993) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flint, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Flint, MI Oct 2012 - Current 4
Bni - Michigan Romeo, MI Apr 2012 - Oct 2012 < 1
Chase Investment Services Corp Flint, MI Nov 2011 - Oct 2012 < 1
Edward Jones St Louis, MO Jun 2008 - Oct 2011 3
Schaefer & Bierlein Inc. Frankenmuth, MI Mar 2006 - Jun 2008 2
Zehnders Of Frankenmuth Frankenmuth, MI Sep 2001 - Jun 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Matthew J. Stewart
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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