Matthew Glaser, financial advisor Harbor Springs MI

Matthew Glaser

CRD Number: 5487562
Current Firm: J.p. Morgan Securities LLC

Matthew Glaser (CRD# 5487562) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harbor Springs, MI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Petoskey, MI Oct 2012 - Current 11
Jpmorgan Chase Bank Na Boyne City, MI Feb 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Matthew K. Glaser
Phone Number: 800-999-2000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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