David
Abernathy

J.P. Morgan Securities LLC

CRD#5460782
Investment Advisor
in Dallas, TX

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About this Advisor

David Abernathy is an advisor who lives in Dallas, Texas. Currently a registered financial advisor at J.P. Morgan Securities LLC, Abernathy has nine years of professional experience. Abernathy holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Abernathy is able to advise clients based out of Texas. Over the course of their career, Abernathy has held roles at Jp Morgan Chase Bank Na, Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is headquartered in Dallas, Texas, and operates out of 5,128 other locations in the United States. Overall, J.P. Morgan Securities LLC oversees $130 billion in assets throughout 602,419 accounts and retains more than 7,383 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. 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 offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

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, Others

Disclosures

No

Office Location

8111 Preston Road
Dallas, TX 75225

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

TX Average: 88
Total Number of Accounts

602,419

TX Average: 3,892
Average Account Size

$216,255

TX 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 Abernathy Work History

David has 10 years of experience.

2012 - Present (8 years)

J.P. Morgan Securities LLC

2010 - Present (10 years)

Jp Morgan Chase Bank Na

2010 - 2012 (2 years)

Chase Investment Services Corp

Disclosures

David Abernathy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Elizabeth Hernandez
San Antonio, TX
Matthew Zacarias
Carmel, IN
Kyle Miller
Los Angeles, CA
Christopher Medaris
Denison, TX
John Bonhomme
Morristown, NJ
James Daleo
Elgin, IL
Santrea Sanders
San Antonio, TX
Joseph Adjei-Mensah
Westerville, OH

This content was compiled from the SEC and FINRA.

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