David Edward Limone
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 LLCNov 2024 to now
- JPMorgan Chase Bank, N.A.Nov 2024 to now
- Dave Limone Masonry LLCMay 2018 to now
- Charles Schwab & Co IncJul 2023 to Oct 2024
- Trifit WellnessMay 2023 to Oct 2023
- Mountainside FitnessJun 2022 to Jul 2023
- Conte Sports Performance TherapyNov 2021 to Feb 2022
- Bluegreen Vacations Cibola Vista Resort and SPAMay 2021 to Aug 2021
- Lmc Phoenix IncApr 2021 to Aug 2021
- Albertsons CompaniesApr 2021 to May 2021
- Crunch FitnessOct 2020 to Apr 2021
- Grand Canyon UniversitySep 2020 to Apr 2023
- HollisterJun 2020 to Sep 2020
- San Francisco GiantsFeb 2020 to Mar 2020
- UnemployedNov 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7736613
- Firm CRD
- 79