Charlie Davee
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
10 years in the industry.
- J.P. Morgan Securities LLCMar 2024 to now
- JPMorgan Chase Bank, N.A.Mar 2024 to now
- UnemployedJan 2024 to Feb 2024
- Starwood Capital LLCApr 2019 to Dec 2023
- Cetera Investment Advisers LLCJun 2018 to Apr 2019
- Cetera Investment Services LLCJun 2018 to Apr 2019
- Columbia BankMay 2018 to Apr 2019
- Capital One Investing, LLCSep 2016 to May 2018
- Texas JacksJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, WV).
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
- 6353027
- Firm CRD
- 79