Matthew LozanoMatthew Lozano

Client Associate

Matthew Lozano is a Senior Client Associate at J.P. Morgan Wealth Management.

Matthew provides reliable administrative support and impeccable service to clients of The Barnes Chung Lally Group, helping them gain greater control over their financial lives. His responsibilities include new account onboarding, money movement, account administration, and the resolution of client inquiries. As a first point of client contact, Matthew is skilled in listening attentively to client needs and discerning the appropriate resources to address each client's priorities. Very thorough in his approach, he takes great satisfaction delivering a high standard of accuracy and precision. Matthew also appreciates the opportunity to learn new skills, deepening his ability to advance client goals.

Prior to joining J.P. Morgan Wealth Management in 2023, Matthew was an Advisor Onboarding Associate with First Republic Private Wealth Management. Earlier in his career, he worked in the Benefits Determination Unit for the Los Angeles City Employees' Retirement System (L.A.C.E.R.S.), where he was responsible for determining monthly pension calculations for city employees. Matthew earned his B.S. in Marketing with a minor in Economics from California State University, Northridge. He holds FINRA Series 7 and 66 securities licenses.

Outside of work, Matthew enjoys spending time with his family and watching sports, particularly the Los Angeles Dodgers and Lakers, as a proud native of the Los Angeles area. In addition to his passion for sports, he likes to spend time outdoors hiking, golfing, off-roading and going to the beach.