David
La

J.P. Morgan Securities LLC

CRD#4779105
Investment Advisor
in Arcadia, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David La is an advisor who lives in Arcadia, California. Currently a registered financial advisor with J.P. Morgan Securities LLC, La has 20 years of practice as an investment advisor. La maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. La can operate in California and Texas. Throughout their career, they have worked at Washington Mutual, Wamu Investments, Inc, Chase Investment Services Corp, J.P. Morgan Securities LLC, Fruitology Lab Inc/Dba Fruitology Juices And Smoothies and Dtla Capital Holdings, LLC. J.P. Morgan Securities LLC is based out of Arcadia, California, and operates out of 5,128 additional locations throughout the country. In total, J.P. Morgan Securities LLC oversees $130 billion in assets dispersed across 602,419 accounts and employs more than 7,383 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 481,227 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 18% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 21 years of experience.

2019 - Present (1 year)

Dtla Capital Holdings, LLC

2012 - Present (8 years)

J.P. Morgan Securities LLC

2008 - Present (12 years)

Wamu Investments, Inc

1999 - Present (21 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.

Financial Advisors at J.P. Morgan Securities LLC

Elizabeth Hernandez
San Antonio, TX
Matthew Zacarias
Carmel, IN
Kyle Miller
Los Angeles, CA
Sonia Meshram
Fresh Meadows, NY
Dale Self
Indianapolis, IN
Courtney Stevens
New York, NY
Jesse Shotwell
Gig Harbor, WA
Robert Dhoore
South Bend, IN

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started