RLR Capital Management
45yrs
Top advisor by experience in New Canaan
2yrs
Matthew Recalde
Financial advisor at J.P. Morgan Securities
Based in New Canaan, Connecticut, Matthew Recalde is a fiduciary financial advisor with 2 years of industry experience. Matthew has been with J.P. Morgan Securities since 2026; before that, Matthew spent 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 77 advisors with offices in New Canaan, and one of 69 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office122 Main St, New Canaan, CT 06840
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
- Jun 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Oct 2024 – Jun 2026MerrillPreviously
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 J.P. Morgan Securities at 800-999-2000 and ask for Matthew Recalde. Matthew works from the New Canaan, CT office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2024, about 2 years. 2 years in the industry.
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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