
Matt CuenMatt CuenInvestment Associate
About Matt
Matt Cuen is an Investment Associate with J.P. Morgan Wealth Management.
As a member of the OCB Group, Matt serves in a hybrid role that bridges the operations team with the investment associates. Matt is responsible for trade execution, ad hoc client requests, and administrative functions. Driven to deliver an excellent client experience, Matt also reviews asset allocations and alternative investments for the team's high-net-worth individuals and families.
Matt graduated from California Polytechnic State University, San Luis Obispo with a B.S. in Finance. While in school, he was a member of the Financial Management Association. Matt has an entrepreneurial mindset and founded Apex Agriculture Management, a farm labor contracting company, shortly following his college graduation. His strengths include an intellectual curiosity that propels him to excel with little direction. Matt joined J.P. Morgan in 2020. He holds FINRA Series 7 and 66 licenses.
Matt grew up in the Central Coast and currently lives in San Francisco. In his spare time, he enjoys attending local sporting events and watching live music.
Insights

In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
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November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
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The impact of holding a concentrated stock position
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In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
