David George Winkelried
Investment adviser representative at J.P. Morgan Investment Management Inc.
14 yearsExperience
1 stateRegistered in
$3.5TFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- J.P. Morgan Investment Management Inc.Jan 2021 to now
- JP Morgan Asset ManagementJan 2021 to now
- JP Morgan Chase BankJan 2017 to now
- Morgan Stanley Smith BarneyApr 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Investment Management Inc.
$3.5TAssets managed
128,965Clients
49Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269598
- Firm CRD
- 107038