J.P. Morgan Securities LLC
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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
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 21 years of experience.
Dtla Capital Holdings, LLC
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.
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