J.P. Morgan Securities LLC
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About this Advisor
David La is a financial advisor working in Arcadia, California, who has been in the financial industry for 19 years. La works at J.P. Morgan Securities LLC. The advisor has gained experience at Washington Mutual, Wamu Investments, Inc, Chase Investment Services Corp, J.P. Morgan Securities LLC and Fruitology Lab Inc/Dba Fruitology Juices And Smoothies. La maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. J.P. Morgan Securities LLC is a registered investment firm based out of Arcadia, California. The company has offices in 5,365 locations and a total of 5,713 advisors. It has $113 billion in assets between its 505,984 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 190 charitable organizations. Of its 505,984 client accounts, 16% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by J.P. Morgan Securities LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David La Work History
David has 19 years of experience.
J.P. Morgan Securities LLC
Wamu Investments, Inc
Fruitology Lab Inc/Dba Fruitology Juices And Smoothies
Chase Investment Services Corp
David La has no disclosures.
Please visit their SEC profile for more details.