Matthew Jamieson Wells

CRD 4047094 · J.P. Morgan Securities LLC · New York, NY

Broker

Also appears in the source record as: Matt Wells

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (4): SIESeries 7Series 6Series 63
Registered states (8): California · Connecticut · Florida · Massachusetts · New York · Oregon · Washington · Wyoming
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (10)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
New York, NY · BC capacity

start not retrieved → present
First Republic Securities Company, LLC
New York, NY · BC capacity

Dec 9, 2021 → Sep 29, 2023
Allstate Financial Services, LLC
Yonkers, NY · BC capacity

Nov 5, 2020 → Dec 6, 2021
Lincoln Financial Distributors, Inc.
Radnor, PA · BC capacity

Dec 6, 2018 → Oct 23, 2020
Symetra Securities, Inc.
Bellevue, WA · BC capacity

Nov 1, 2013 → Nov 20, 2018
Incapital LLC
Delray Beach, FL · BC capacity

May 17, 2013 → Aug 23, 2013
Incapital Insurance Services, LLC
Delray Beach, FL · BC capacity

May 17, 2013 → Aug 23, 2013
Pacific Select Distributors, Inc.
Newport Beach, CA · BC capacity

Dec 13, 2006 → Apr 2, 2013
American Skandia Marketing, Inc.
Shelton, CT · BC capacity

Jun 29, 2004 → Dec 13, 2006
Axa Distributors, LLC
Charlotte, NC · BC capacity

Aug 20, 2001 → Jun 9, 2004

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4047094 ↗ FINRA BrokerCheck record for CRD 4047094 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.