MG
MG
Matthew Gaeta
24 Years of Experience
Hamilton, NJ
1 DisclosureBroker
Matthew Gaeta is a registered investment advisor at J.P. Morgan Securities LLC, based in Hamilton, NJ, with 24 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
525 Market Place Blvd, Hamilton, NJ, 08691
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2010Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2022 - Present · 4 yrs 9 mos
J.P. Morgan Securities LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
June 2019 - January 2022 · 2 yrs 7 mos
Cetera Advisors LLCBroker
June 2019 - January 2022 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLC
May 2013 - June 2019 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2013 - June 2019 · 6 yrs 3 mos
Fusion Analytics Securities LLCBroker
February 2011 - March 2011 · 1 mo
Charles Schwab & CO., INC.Broker
January 2004 - December 2010 · 6 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
November 2001 - January 2004 · 2 yrs 2 mos
Icapital Markets LLCBroker
October 2000 - July 2001 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - June 1999 · 7 mos
State Registrations21 states
AZCACOCTDCDEFLILMAMDMSNCNJNYPASCTXUTVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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