Woodinville, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
2
Of 14,280 advisors across 3,605 offices
Location
13425 N.E. 175th St
Woodinville WA 98072
Advisors at this office
2
Advisors at this office
Joseph P
CFP®, Series 66
Woodinville, WA
J.P. Morgan Securities
Joseph Phillips is a CFP® with 20 years of industry experience, currently serving at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. He is based in Woodinville, WA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Matthew A
Series 66
Woodinville, WA
J.P. Morgan Securities
Matthew Arnold is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as extended experience outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He spent 15 years affiliated with the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")