DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Matthew Kogler

Advisor at J.P. MORGAN SECURITIES LLC

CONROE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:326c3259-cbed-e33b-d14b-5229361cdd75

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 4, 2014 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 6, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 6, 2014
First registration: Aug 4, 2014
Dual registered: yes, broker-dealer
Other names: Matt Kogler|Matthew Kogler|Matthew William Kogler
IAPD individual key: 6314932

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 27, 2021	n/a	yes	CONROE, TX	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	May 21, 2019	Apr 9, 2021	no	ROSENBERG, TX\|GREENWOOD VILLAGE, CO\|Sugar Land, TX	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Feb 2, 2015	May 1, 2019	no	HOUSTON, TX\|ATLANTA, GA	Previous registration
EDWARD JONES	National bd RIA	Aug 4, 2014	Dec 8, 2014	no	ST LOUIS, MO\|NORTH HOLLYWOOD, CA\|STUDIO CITY, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPOWER ADVISORY GROUP, LLC	J.P. MORGAN SECURITIES LLC	Apr 9, 2021	Apr 27, 2021	18	Firm change	Other
INVESCO ADVISERS, INC.	EMPOWER ADVISORY GROUP, LLC	May 1, 2019	May 21, 2019	20	Firm change	Other
EDWARD JONES	INVESCO ADVISERS, INC.	Dec 8, 2014	Feb 2, 2015	56	Firm change	Other

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Apr 27, 2021 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
May 21, 2019 to Apr 9, 2021factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Feb 2, 2015 to May 1, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 4, 2014 to Dec 8, 2014factForm ADV

Dated events

No dated event names this entity yet.