Matthew Lessard

Matthew Lessard Email and Phone Number

Financial Advisor @ JP Morgan Securities LLC
Irving, TX, US
Matthew Lessard's Location
Irving, Texas, United States, United States
Matthew Lessard's Contact Details

Matthew Lessard work email

Matthew Lessard personal email

n/a

Matthew Lessard phone numbers

About Matthew Lessard

I am a Financial Advisor with J.P. Morgan Wealth Management. As a FinancialAdvisor, I help clients and their families plan and invest to reach their goals.I have over 7 years of experience in financial services. Prior to this role, Iwas an associate at TD Ameritrade. I joined J.P. Morgan in 2020. I hold the required FINRA Series7, 63, 66, 9, 10, life & health insurance licenses and do business with residents ofall US States and Territories.I graduated from Texas Tech University with a Bachelor's degree in Community, Family, and Addiction Sciences. I am located in Plano, TX.I can help with your many financial needs, including:• Creating a strategy to reach your financial goals• Checking in on your investment portfolio• Managing through life changes• Planning for retirement on your terms• Diversifying your portfolio• Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education.

Matthew Lessard's Current Company Details
JP Morgan Securities LLC

Jp Morgan Securities Llc

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Financial Advisor
Irving, TX, US
Matthew Lessard Work Experience Details
  • Jp Morgan Securities Llc
    Financial Advisor
    Jp Morgan Securities Llc
    Irving, Tx, Us
  • J.P. Morgan
    Financial Advisor
    J.P. Morgan Feb 2020 - Present
    New York, Ny, Us
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co (JPMC)., which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved
  • Td Ameritrade
    Specialist, New Client Development Group
    Td Ameritrade Oct 2017 - Feb 2020
    Omaha, Ne, Us
  • Td Ameritrade
    Financial Services Representative
    Td Ameritrade Apr 2017 - Sep 2017
    Omaha, Ne, Us
  • Solarcity
    Retail Energy Consultant
    Solarcity Dec 2016 - Mar 2017
    San Mateo, Ca, Us
  • Legends
    Customer Service Representative
    Legends Aug 2016 - Jan 2017
    New York, Ny, Us
    Completing customer service surveysEnsuring guests are enjoying themselves
  • Family Counseling Services Of Lubbock
    Intern
    Family Counseling Services Of Lubbock Jun 2015 - Aug 2015
    • Practicum Student• Completed regular office duties, including: registering patients, entering attendance records, recording patient statistics, organizing files, taking calls, and writing intakes over the phone• Observed and helped lead various self-improvement classes, including: Substance Abuse, Parenting, Anger Management, Domestic Violence, and Life Skills

Matthew Lessard Education Details

  • Texas Tech University
    Texas Tech University

Frequently Asked Questions about Matthew Lessard

What company does Matthew Lessard work for?

Matthew Lessard works for Jp Morgan Securities Llc

What is Matthew Lessard's role at the current company?

Matthew Lessard's current role is Financial Advisor.

What is Matthew Lessard's email address?

Matthew Lessard's email address is ma****@****ade.com

What is Matthew Lessard's direct phone number?

Matthew Lessard's direct phone number is +121472*****

What schools did Matthew Lessard attend?

Matthew Lessard attended Texas Tech University.

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