Matthew Bowen, financial advisor Santa Monica CA
93 score

Matthew Bowen

CRD Number: 5590170
Current Firm: J.p. Morgan Securities LLC

Matthew Bowen (CRD# 5590170) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Monica, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Fort Lauderdale, FL Oct 2012 - Current 4
Chase Investment Services Corp Ft. Lauderdale, FL Mar 2012 - Oct 2012 < 1
Wells Fargo Advisors Financial Network LLC Fort Lauderdale, FL Feb 2011 - Mar 2012 1
Unemployment Ft. Lauderdale, FL Dec 2010 - Feb 2011 < 1
Morgan Stanley Smith Barney Ft Lauderdale, FL Dec 2009 - Dec 2010 1
Always Travel Ft Lauderdale, FL Apr 2009 - Nov 2009 < 1
J.p. Turner & Company, LLC Deerfield Beach, FL Sep 2008 - Feb 2009 < 1
Tower Realty Weston, FL Jul 2007 - Aug 2008 1
Robert Half Fort Lauderdale, ID Apr 2007 - Jul 2007 < 1
Premier Trade Altamonte Springs, FL Apr 2006 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Matthew D. Bowen
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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