This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

J.P. MORGAN SECURITIES LLC

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 30, 2020

First registration

Mar 11, 2020

Dual registered

yes, broker-dealer

Other names

Matthew Coughlin|Matthew Robert Coughlin|Matthew R. Coughlin

IAPD individual key

6367257

• Occurred

  Aug 30, 2024
  Advisor changed firm

  Matthew R. Coughlin left Td Private Client Wealth Llc for J.P. Morgan Securities Llc (registered 2024-09-12)

  Form ADVobserved 5 days ago
• Occurred

  Nov 21, 2022
  Advisor changed firm

  Matthew R. Coughlin left United Asset Strategies Inc. for Td Private Client Wealth Llc (registered 2023-02-22)

  Form ADVobserved 5 days ago
• Occurred

  Sep 13, 2022
  Advisor changed firm

  Matthew R. Coughlin left J.P. Morgan Securities Llc for United Asset Strategies Inc. (registered 2022-09-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0946a0a7-59b8-4fa6-5059-8027d22b1e83

First observed

Mar 11, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.