J.P. Morgan Securities LLC
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About this Advisor
David Panzica is a certified financial planner whose office is in New York, New York. Currently an investment advisor with J.P. Morgan Securities LLC, Panzica has 10 years of practice as a registered advisor. Panzica has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Panzica is able to work with customers in New Jersey and Texas. Throughout their career, they have worked at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Jpmorgan Securities, LLC and Jpmorgan Chase Bank, N.A. J.P. Morgan Securities LLC is headquartered in New York, New York, and operates out of 5,365 additional offices throughout the country. In aggregate, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 accounts and retains more than 5,713 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients 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 Panzica Work History
David has 10 years of experience.
Jpmorgan Securities, LLC
Jpmorgan Chase Bank, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
David Panzica has no disclosures.
Please visit their SEC profile for more details.