Matthew R. Coughlin

CRD 6367257 · J.P. Morgan Securities LLC · Deer Park, NY

IA RegisteredBroker

Also appears in the source record as: Matthew Robert Coughlin; Matthew Coughlin

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 7TOSIESeries 66
Registered states (4): Connecticut · Florida · New Jersey · New York
Years in the industry (source record): 5
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 (8)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Deer Park, NY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Deer Park, NY · BC capacity

start not retrieved → present
Td Private Client Wealth LLC
Melville, NY · IA capacity

Feb 22, 2023 → Aug 30, 2024
Td Private Client Wealth LLC
Melville, NY · BC capacity

Feb 22, 2023 → Aug 30, 2024
United Asset Strategies Inc.
Garden City, NY · IA capacity

Sep 7, 2022 → Nov 21, 2022
Td Ameritrade, Inc.
Forest Hills, NY · IA capacity

Mar 11, 2020 → Jan 11, 2021
Td Ameritrade, Inc.
Forest Hills, NY · BC capacity

Mar 9, 2020 → Jan 11, 2021
Td Ameritrade Investment Management, LLC
Forest Hills, NY · IA capacity

Mar 13, 2020 → Dec 31, 2020

Source & corrections

Where this page comes from

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