Matthew Smallidge
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Smallidge is an investment adviser representative with J.p. Morgan Securities LLC in Monroeville, PA, where they have been registered since 2021. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Royal Alliance Associates, Inc. and Citizens Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
3 states and territories
Delaware, New Jersey, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edgewood Country ClubJul 2012 – Jul 2017Pittsburgh, PA
- Citizens Bank, N/ANov 2017 – Mar 2019Pittsburgh, PA
- Citizens Securities, IncNov 2017 – Feb 2018Pittsburgh, PA
- Citizens Securities, IncDec 2017 – Mar 2019Pittsburgh, PA
- Citizens Bank, NAFeb 2018 – Mar 2019Pittsburgh, PA
- Royal AllianceApr 2019 – Oct 2020Hopwood, PA
- Fields Financial ServicesApr 2019 – Oct 2020Hopwood, PA
- JP Morgan Chase BankDec 2020 – no end date reportedPittsburgh, PA
- JP Morgan Securities LLCDec 2020 – no end date reportedPittsburgh, PA
- MassMutual PittsburghJul 2017 – Nov 2017Pittsburgh, PA
- GBU Financial LifeMay 2019 – Dec 2020Pittsburgh, PA
- Cincinnati Life Insurance CompanySep 2019 – Jan 2021Columbus, OH
Official records & sources
Data as of August 10, 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
Client types the firm serves
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 profileOther advisors at J.p. Morgan Securities LLC
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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 Smallidge 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.
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