David
Panzica

J.P. Morgan Securities LLC

CRD#2539274
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

277 Park Avenue 2Nd and 3Rd Floor
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

NY Average: 88
Total Number of Accounts

505,984

NY Average: 3,892
Average Account Size

$222,350

NY 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 Panzica Work History

David has 10 years of experience.

2017 - Present (2 years)

Jpmorgan Securities, LLC

2017 - Present (2 years)

Jpmorgan Chase Bank, N.A

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

2008 - 2017 (9 years)

Morgan Stanley & Co. Inc

Disclosures

David Panzica has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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