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

Investing

What to do with your year-end bonus in a changing interest rate environment

January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
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Wealth Planning

Four beneficiaries of wealth

January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
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Wealth Planning

How to include your grandchild in your financial plan

January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
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