J.P. Morgan Securities LLC
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About this Advisor
Matthew Kocsi is a certified financial planner in Denver, Colorado. Currently a registered advisor with J.P. Morgan Securities LLC, they have accumulated 12 years of work experience in the financial advisory industry. Kocsi has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Kocsi is registered to serve clients based out of Colorado and Texas. During their career, Kocsi has held roles at Chase Investment Services Corp, J.P. Morgan Securities LLC, Jp Morgan Securities, LLC and Jpmorgan Chase Bank Na. J.P. Morgan Securities LLC is headquartered in Denver, Colorado, and has 5,365 other offices in the nation. Overall, J.P. Morgan Securities LLC manages $113 billion in assets across 505,984 accounts and employs more than 5,713 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Kocsi Work History
Matthew has 12 years of experience.
Jp Morgan Securities, LLC
J.P. Morgan Securities LLC
Chase Investment Services Corp
Jpmorgan Chase Bank Na
Matthew Kocsi has disclosures.
Please visit their SEC profile for more details.