Matthew McCumbee, financial advisor University Park TX
93 score

Matthew McCumbee

CRD Number: 5555556
Current Firm: J.p. Morgan Securities LLC

Matthew McCumbee (CRD# 5555556) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in University Park, TX 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 Athens, OH Oct 2012 - Current 4
Jp Morgan Chase Bank Na Athens, OH Apr 2011 - Current 5
Chase Investment Services Corp Athens, OH Apr 2011 - Oct 2012 1
Red Lobster Huntington, WV Nov 2010 - Apr 2011 < 1
Edward Jones St. Louis, MO Jun 2008 - Nov 2010 2
Red Lobster Huntington, WV May 2005 - Jun 2008 3
Marshall University Huntington, WV Aug 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Matthew G. McCumbee
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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