Matthew SidgwickCRD 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 6 years of experience in the finance industry.
Gold Medal Waters, Inc.
Caledonia Wealth Management, Ltd.
|Jpmorgan Securities LLC||Loveland, CO||Jan 2014 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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