J.P. Morgan Securities LLC
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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
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 Schneider Work History
David has 12 years of experience.
Morgan Stanley Wealth Management
Jp Morgan Securities LLC
Mid Fairfield Youth Hockey Association
Broadpoint Amtech, Inc
Gleacher & Company Securities, Inc
Optima Biltmore Towers Condominum
David Schneider has disclosures.
Please visit their SEC profile for more details.