Matthew Gill
Matthew Gill is a registered investment advisor at J.P. Morgan Securities LLC, based in Delafield, WI, with 26 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
524 Genesee Street, Delafield, WI, 53018
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
May 2008Other Business Activities
Matthew is an assistant varsity baseball coach at Waukesha North High School since 2019. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations37 states
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
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