AdFi
MA

Matthew A. McKnight

Investment Adviser Representative at J.p. Morgan Securities LLC

San Francisco, CACRD #6969085Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew A. McKnight is an investment adviser representative with J.p. Morgan Securities LLC in San Francisco, CA, where they have been registered since 2023. They have worked in the securities industry since 2021 and were previously registered with Goldman Sachs & Co. LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.

Office

560 Mission St, Floor 22
San Francisco, CA 94105

Advisors at this office: 127

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/13/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 12/17/2021
Series 7
General Securities Representative Examination
Passed 11/16/2021
SIE
Securities Industry Essentials Examination
Passed 1/22/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

J.p. Morgan Securities LLCCurrent
10/14/2023 – San Francisco, CA
Goldman Sachs & Co. LLC
11/17/2021 – 9/6/2023San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Goldman Sachs
    Jul 2019 – Oct 2021Salt Lake City, UT
  2. Goldman Sachs
    May 2018 – Aug 2018Salt Lake City, UT
  3. Keller Williams
    May 2017 – Aug 2017Centennial, CO
  4. Spanish Enrichment
    Jan 2016 – Aug 2017Parker, CO
  5. University of Colorado at Boulder
    Aug 2015 – May 2019Boulder, CO
  6. Goldman Sachs
    Oct 2021 – Aug 2023San Francisco, CA
  7. Jpmorgan Chase BANK, N.A.
    Aug 2023 – no end date reportedSan Francisco, CA
  8. J.p. Morgan Securities LLC
    Aug 2023 – no end date reportedSan Francisco, CA
  9. Unemployed
    Jun 2019 – Jun 2019San Francisco, CA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About J.p. Morgan Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13,759
Offices listed on AdvisorFinder:
25
Main office:
New York, NY
SEC file number:
801-3702

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew A. McKnight has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Matthew A. McKnight (J.p. Morgan Securities) | AdvisorFinder