David Toapanta
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- Donn Gerelli Associates Insurance AgencyAug 2025 to Sep 2025
- LPL Enterprise, LLCNov 2024 to Aug 2025
- Prudential Insurance Company of AmericaNov 2024 to Aug 2025
- Price CleanersJun 2024 to Jun 2025
- Pruco Securities, LLCMay 2024 to Nov 2024
- Grand Central BagelSep 2023 to May 2024
- Dynasty ConsultingJun 2023 to Aug 2023
- Northwestern MutualMay 2023 to May 2023
- Grand Central BagelSep 2022 to Apr 2023
- Dynasty ConsultingMay 2022 to Aug 2022
- Image CleanersApr 2021 to Apr 2022
- UnemployedApr 2020 to Mar 2021
- Taormina's RestaurantOct 2019 to Mar 2020
- Damian's CleanerJul 2018 to Sep 2019
- UnemployedSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7747532
- Firm CRD
- 79