Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
13yrs
Michael Matthews
Financial advisor at J.P. Morgan Securities
Michael Matthews is a fiduciary financial advisor in Salt Lake City, Utah, with 13 years in the industry. Michael joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 61% of advisors at J.P. Morgan Securities
Office201 S Main St Floor 13, Salt Lake City, UT 84111
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.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Michael
Local office(801) 715-7310Ask for Michael. (800) 999-2000Main office · New York, NY 201 S Main St Floor 13Salt Lake City, UT 84111Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Michael’s local office at (801) 715-7310 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Michael Matthews.
How long has Michael been a financial advisor?
Michael has been in the industry since 2013, about 13 years. More experience than 61% of advisors at J.P. Morgan Securities.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael 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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