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 7 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|J.p Morgan Chase Bank||New York, NY||Apr 2011 - Current||5|
|J.p Morgan Securities LLC||New York, NY||Apr 2011 - Current||5|
|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 Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- 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
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