Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Philadelphia, PA 19103
Credentials
Series 66
Industry experience
3 years
Matthew Sumner is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash and the University of Pittsburgh. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1650 Market St, Floor 47
Philadelphia, PA 19103
Pennsylvania · Texas
J.P. Morgan Securities
2022 - Present (4 years)
JPMorgan Chase Bank, N.A.
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
J.P.Morgan Chase
2021 - 2021 (1 year)
DoorDash
2020 - 2021 (1 year)
Unemployed
2019 - 2020 (1 year)
University of Pittsburgh
2018 - 2022 (4 years)
Jenner's Pond Retirement Community
2016 - 2019 (3 years)
Unemployed
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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