Matthew Telona
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 Telona is an investment adviser representative with J.p. Morgan Securities LLC in Federal Way, WA, where they have been registered since 2023. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Personal and Workplace Advisors. 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 Texas and Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Washington
- Broker:
9 states and territories
Arkansas, California, Florida, Nevada, New York, Oregon, Texas, Virginia, Washington
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.
- StarbucksAug 2015 – Oct 2018Ontario, CA
- DrippOct 2018 – Jul 2020Chino Hills, CA
- AmazonJul 2019 – Jul 2019Eastvale, CA
- Bank of AmericaMar 2020 – Jun 2021Chino Hills, CA
- Fidelity InvestmentsJun 2021 – Jan 2022Pasadena, CA
- Hire TalentFeb 2022 – Feb 2022New York, NY
- Sea Level Coffee/ Olympia Coffee RoastersFeb 2022 – Apr 2022Seattle, WA
- Fidelity InvestmentsApr 2022 – Apr 2023Tukwila, WA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 – Nov 2023Tacoma, WA
- Creative Staffing SolutionsFeb 2022 – Feb 2022Seattle, WA
- Sunmerry CoffeeJul 2020 – Nov 2020Brea, CA
- Bank of America, N.A.Apr 2023 – Nov 2023Tacoma, WA
- J.p. Morgan Securities LLCDec 2023 – no end date reportedFederal Way, WA
- Jpmorgan Chase BANK, N.A.Dec 2023 – no end date reportedFederal Way, WA
- Fidelity Brokerage Services LLCApr 2022 – Apr 2023Tukwila, WA
- Fidelity Brokerage Services LLCJun 2021 – Jan 2022Pasadena, CA
- Fidelity Personal And Workplace AdvisorsNov 2022 – Apr 2023Tukwila, WA
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
Showing 12 of 13,759 in the directory
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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 Telona 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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