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Matthew Bingham

24 Years of Experience
Downers Grove, IL
Broker

Matthew Bingham is a registered investment advisor at J.P. Morgan Securities LLC, based in Downers Grove, IL, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 Ogden Avenue, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2012 - Present · 13 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
October 2004 - July 2005 · 9 mos
Banc One Securities CorporationBroker
October 2004 - July 2005 · 9 mos
Waddell & Reed, INC.
July 2003 - October 2004 · 1 yr 3 mos
Waddell & Reed, INC.Broker
July 2003 - October 2004 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
May 2002 - April 2003 · 11 mos
Citicorp Investment ServicesBroker
August 2001 - April 2002 · 8 mos
State Registrations29 states
ALAZCACOCTDEFLGAIAIDILINMAMIMNMOMSNCNYOHOKORRISCTNTXVAVTWI
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.
Matthew Bingham - Financial Advisor | TrueAdvisor