Michael Jay Matchett

Financial advisor at J.P. Morgan Securities LLC · Carmel, IN

Last updated 2026-10-10

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Michael Jay Matchett is a financial advisor at J.P. Morgan Securities LLC in Carmel, IN, CRD 6773323. Licenses and exams on the registration: Series 66, Series 65, Series 63. IAPD registration began 2021-07-03.

Registration

CRD number
6773323
Registration status
Active
IAPD registration
2021-07-03
Industry Experience
5 years
Work Experience
13 years
States registered
IN, TX

Licenses and exams

  • Series 66
  • Series 65
  • Series 63

Work history

  • 2012-12 to 2017-03 · Cno Financial Group · Carmel, IN
  • 2017-03 to 2020-11 · Triad Advisors LLC · Norcross, GA
  • 2020-11 to 2024-04 · Financial Enhancement Group · Indianapolis, IN
  • 2024-07 to Present · Jpmorgan Chase Bank, N.A. · Carmel, IN
  • 2024-07 to Present · J.P. Morgan Securities LLC · Carmel, IN
  • 2017-03 to 2020-12 · The Just Company · Indianapolis, IN
  • 2024-05 to 2024-06 · Unemployed · Zionsville, IN

Current employment

SEC IAPD record for Michael Jay Matchett

J.P. Morgan Securities LLC

Regulatory AUM
$429,694,491,042
Registered advisors
14,334
Offices
5,886
Clients per advisor
87.0 (Moderate)
Average AUM per client
$344.7K (Low)
High-net-worth client ratio
28.6% (Moderate)

J.P. Morgan Securities LLC: advisors, services and reported ETF investments

About

Michael Jay Matchett is a financial advisor at J.P. Morgan Securities LLC in Carmel, IN. Reported securities licenses include Series 66 and Series 65 and Series 63. The latest record indicates 5 years of industry experience and 13 years of reported work history. Reported roles include Jpmorgan Chase Bank, N.A., Unemployed, Financial Enhancement Group, The Just Company, among others.

J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by J.P. Morgan Securities LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Insurance Broker or Agent
  • Registered Security-Based Swap Dealer
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

10495 North Michigan Road, Carmel, IN 46032

5 advisors at this office.

J.P. Morgan Securities office in Carmel, IN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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