David
La

J.P. Morgan Securities LLC

CRD#4779105
Investment Advisor
in Arcadia, CA
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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

Series 63, Series 65

Years of Experience

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

700 West Huntington Drive
Arcadia, CA 91007

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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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.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2008 - Present (11 years)

Wamu Investments, Inc

1999 - Present (20 years)

Washington Mutual

2014 - 2017 (3 years)

Fruitology Lab Inc/Dba Fruitology Juices And Smoothies

2009 - 2012 (3 years)

Chase Investment Services Corp

Disclosures

David La has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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