Angel Matos, financial advisor West Hollywood CA
89 score

Angel Matos

CRD Number: 4453306
Current Firm: J.p. Morgan Securities LLC

Angel Matos (CRD# 4453306) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Hollywood, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Los Angeles, CA Aug 2015 - Current 1
Morgan Stanley Private Bank, National Association Beverly Hills, CA Jan 2015 - Jul 2015 < 1
Morgan Stanley Beverly Hills, CA Apr 2013 - Jul 2015 2
Variable Marketing LLC Los Angeles, CA Jan 2012 - Apr 2013 1
Imca Capital Los Angeles, CA Jul 2011 - Nov 2011 < 1
The College Network Inc. Los Angeles, CA Mar 2007 - Jun 2011 4
Tiger Financial Group LLC Los Angeles, CA Feb 2005 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Angel E. Matos
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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