Matthew PorterCRD Number: 5318289
Current Firm: J.p. Morgan Securities LLC
Matthew Porter (CRD# 5318289) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elkhart, IN and has over 9 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|J.p. Morgan Securities LLC||Goshen, IN||Oct 2012 - Current||4|
|Jp Morgan Chase Na||Goshen, IN||Apr 2007 - Current||9|
|Chase Investment Services Corp||Goshen, IN||Apr 2007 - Oct 2012||5|
|Enterprise Rent-a-car||Indianapolis, IN||Oct 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
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