David Greif
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 LLCDec 2025 to now
- JPMorgan Chase Bank, N.A.Dec 2025 to now
- Equitable Financial Life InsuranceAug 2024 to Dec 2025
- UnemployedNov 2023 to Jul 2024
- Memphis CashflowJun 2023 to Aug 2023
- Elizabeth Heiskell CateringJan 2023 to Oct 2023
- Odyssey Medical Technologies LLCDec 2022 to Jul 2023
- UnemployedNov 2022 to Nov 2022
- Mcewans Oxford LLCMay 2022 to Oct 2022
- Shaw Williams Insurance AgencyMay 2021 to Jul 2022
- UnemployedFeb 2021 to Apr 2021
- OxbeauNov 2019 to Jan 2021
- UnemployedAug 2019 to Oct 2019
- Robs Pool SchoolMay 2019 to Jul 2019
- UnemployedDec 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7952146
- Firm CRD
- 79