David
Schneider

J.P. Morgan Securities LLC

CRD#5788527
Investment Advisor
in New York, NY
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About this Advisor

David Schneider is a certified financial planner working out of New York, New York, with a total of 12 years in the industry. Schneider is on the advisory team at J.P. Morgan Securities LLC. During their career, Schneider has held roles at Broadpoint Amtech, Inc, Hc Ambri-Piotta, Djurgarden If, Itg, Gleacher & Company Securities, Inc, Morgan Stanley Wealth Management, Jp Morgan Securities LLC, Optima Biltmore Towers Condominum and Mid Fairfield Youth Hockey Association. Schneider has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey and Texas. J.P. Morgan Securities LLC is an advisory company that has its headquarters in New York, New York. It has offices in 5,365 locations and a total of 5,713 advisors. It controls $113 billion in assets between its 505,984 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 190 charitable organizations. Of its 505,984 customer accounts, 16% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually are based on which services are offered. However, fees charged by J.P. Morgan Securities LLC most likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

Yes

Office Location

401 Madison Ave
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

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 Schneider Work History

David has 12 years of experience.

2013 - Present (6 years)

Jp Morgan Securities LLC

2013 - 2013 (< 1 year)

Morgan Stanley Wealth Management

2013 - 2016 (3 years)

Mid Fairfield Youth Hockey Association

2011 - 2012 (1 year)

Itg

2010 - 2010 (< 1 year)

Broadpoint Amtech, Inc

2010 - 2011 (1 year)

Gleacher & Company Securities, Inc

2009 - 2010 (1 year)

Hc Ambri-Piotta

2008 - 2009 (1 year)

Djurgarden If

2006 - 2016 (10 years)

Optima Biltmore Towers Condominum

Disclosures

David Schneider has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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