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Matthew Larson Kedash

Advisor at J.P. Morgan Securities — Parkesburg, PA

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Parkesburg, PA 19365

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,280

Across 3,605 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Matthew Kedash is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Trinity Wealth Advisors and Florida Financial Advisors, LLC. Outside of finance, he has worked in the food service industry, including ownership roles at Bethany Blues BBQ Pit and Gee Bowls Newark LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Parkesburg, PA

400 Nova Way

Parkesburg PA 19365

Advisors at this office

2

Most active in

Pennsylvania

Work history

1 year of industry experience

JPMorgan Chase BAnk, N.A.

2026 - Present • 1 year

Parkesburg, PA

J.P. Morgan Securities

2026 - Present • 1 year

Parkesburg, PA

Trinity Wealth Advisors, LLC

2025 - 2026 • 1 year

Wilmington, DE

Florida Financial Advisors, LLC

2025 - 2026 • 1 year

Tampa, FL

Tristate Financial Advisors

2025 - 2026 • 1 year

Wilmington, DE

Unemployed

2024 - 2024 • 1 year

Landenberg, PA

Bethany Blues BBQ Pit

2022 - 2024 • 2 years

Bethany Beach, PA

Gee Bowls Newark LLC

2021 - 2024 • 3 years

Newark, DE

Unemployed

2016 - 2021 • 5 years

Landenberg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Kevin C

CFP®, ChFC®, Series 63, Series 65

Coatesville, PA

Buckler Wealth Management, LLC

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance
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Alexander E

Series 66

Coatesville, PA

Ace Wealth Management, llc

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Options & derivatives strategies
user avatar

Bryan S

Series 65

Coatesville, PA

Stirling Investment Management

Bryan Stirling is the sole advisor at Stirling Investment Management, holding a Series 65 credential with less than one year of experience in financial advising. His prior work history includes positions at Nimbl Digital and Amerihealth Caritas. Bryan operates an independent advisory firm based in Coatesville, Pennsylvania. Stirling Investment Management provides fee-based, customized investment advisory services to a variety of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical asset-allocation strategy combined with fundamental analysis, offering non-discretionary portfolio management where clients approve all trade recommendations.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Casey C

ChFC®, Series 63

Downingtown, PA

Calder Financial LLC

Casey Calder is a financial advisor with Calder Financial LLC in Downingtown, PA, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He has worked at United Planners' Financial Services for 23 years and has been with Calder Financial since 1981. Calder Financial LLC provides investment advisory services to individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm manages approximately $134.8 million in discretionary client assets and constructs customized portfolios using ETFs, mutual funds, individual stocks, and third-party model portfolios, emphasizing ongoing monitoring and rebalancing aligned with client objectives.

Wealth management Passive / index investing Active portfolio management
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