Matthew Sidgwick, financial advisor Loveland CO
90 score

Matthew Sidgwick

CRD Number: 5914382
Current Firm: J.p. Morgan Securities LLC

Matthew Sidgwick (CRD# 5914382) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Loveland, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Loveland, CO Jan 2014 - Current 2
Wells Fargo Advisors LLC Fort Collins, CO Apr 2011 - Jan 2014 2
Wells Fargo Bank Fort Collins, CO May 2010 - Mar 2011 < 1
Extended Travel Northallerton, Oct 2008 - Apr 2010 1
Reed Specialist Recruitment Singapore, Jan 2009 - Oct 2009 < 1
Extended Travel Singapore, Nov 2008 - Dec 2008 < 1
Robert Walters Singapore Singapore, Mar 2008 - Oct 2008 < 1
Robert Half International Singapore, Jun 2007 - Feb 2008 < 1
Robert Half International Tokyo, Feb 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Matthew J. Sidgwick
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CO
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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