Matthew McCormickCRD Number: 5440515
Current Firm: J.p. Morgan Securities LLC
Matthew McCormick (CRD# 5440515) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 8 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|J.p Morgan Chase Bank||New York, NY||Apr 2011 - Current||7|
|J.p Morgan Securities LLC||New York, NY||Apr 2011 - Current||7|
|Barclays Capital Inc.||New York, NY||Sep 2008 - Apr 2011||2|
|Lehman Brothers||New York, NY||Sep 2008 - Sep 2008||< 1|
|Unemployment||New York, NY||May 2008 - Aug 2008||< 1|
|Wachovia Capital Markets, LLC||New York, NY||Oct 2006 - Apr 2008||1|
|Unemployed||Short Hills, NJ||Aug 2006 - Oct 2006||< 1|
|Camp Takajo||Naples, ME||Jun 2002 - Aug 2006||4|
|Full-time Education||Gambier, OH||Jul 2001 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.