David Yu Coleman
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- Sound Waves US LLCJul 2026 to now
- Collecthaus LLCMar 2026 to now
- Bank of America, N.AJun 2024 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Mar 2026
- Yum BarJan 2024 to Jun 2024
- Charlie's Phoenix, Aka Nashville ManagementJun 2023 to Jun 2024
- The RealrealFeb 2023 to Jun 2024
- Calvin KleinJul 2022 to Feb 2023
- Embry HealthFeb 2022 to Oct 2023
- Charlie's Phoenix, Aka Nashville ManagementSep 2021 to Jan 2022
- CarvanaMar 2021 to Aug 2021
- LabcorpJul 2020 to Mar 2021
- Cvs HealthAug 2019 to Jul 2020
- Enterprise Rent-a-carJul 2019 to Jul 2020
- UnemployedJul 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8126383
- Firm CRD
- 79