David Day
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCJan 2026 to now
- JPMorgan Chase Bank, N.A.Jan 2026 to now
- Lone Star Wind OrchestraNov 2025 to Nov 2025
- Berthel, Fisher & Company Financial Services, Inc.Aug 2025 to Dec 2025
- Stonebridge United Methodist ChurchDec 2023 to Sep 2025
- Bfc Planning, Inc.Jul 2023 to Dec 2025
- Fiscal Harmony LLCApr 2023 to Dec 2025
- William Kruse & Co LLCMay 2021 to Mar 2023
- Tax Advisors Group LLCDec 2019 to Apr 2021
- Saltgrass RichardsonJul 2016 to Dec 2016
- Rbi MusicApr 2016 to Dec 2019
- Energy Prospectus GroupJul 2014 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7719299
- Firm CRD
- 79