Donald Davis Haines
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- UnemployedJul 2025 to Jul 2025
- Mid Penn BankMar 2025 to Jun 2025
- Osaic Institutions, Inc.Mar 2025 to Jun 2025
- Flagstar BankJan 2024 to Mar 2025
- LPL Financial LLCOct 2023 to Mar 2025
- Citizens BankFeb 2023 to Oct 2023
- Citizens Securities Inc.Feb 2023 to Oct 2023
- Flagstar Bank/new York Community BankApr 2021 to Feb 2023
- LPL Financial LLCApr 2021 to Feb 2023
- Bank of America, N.A.Mar 2020 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Apr 2021
- J.P. Morgan Securities LLCMay 2017 to Feb 2020
- JPMorgan Chase Bank, N.A.May 2017 to Feb 2020
- Don HainesDec 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 4970441
- Firm CRD
- 79