Searle & Co.
47yrs
Top advisor by experience in Greenwich
14yrs
Based in Greenwich, Connecticut, Matthew Quinlan is a fiduciary financial advisor with 14 years of industry experience. Matthew joined J.P. Morgan Securities in 2023, after two years at UBS Financial Services and two years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 64% of advisors at J.P. Morgan Securities
Office100 W Putnam Ave Floor 04, Greenwich, CT 06830
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2021 – Oct 2023UBS Financial Services Inc.Previously
- 2012 – 2015MerrillPreviously
Contact Matthew
Local office(203) 863-5708Ask for Matthew. (800) 999-2000Main office · New York, NY 100 W Putnam Ave Floor 04Greenwich, CT 06830Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Matthew’s local office at (203) 863-5708 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Matthew Quinlan.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2012, about 14 years. More experience than 64% of advisors at J.P. Morgan Securities.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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