Zoe Rose David
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
- UnemployedJun 2026 to Jun 2026
- JPMorgan Chase Bank, N.A.Jun 2025 to Aug 2025
- The Double UMay 2024 to May 2026
- Alan Koa Salon SpaMay 2024 to Dec 2024
- University of WisconsinSep 2022 to May 2026
- Lac Du Cours Homes Association IncJun 2021 to Sep 2023
- Milwaukee Country ClubAug 2020 to Sep 2020
- Self-employedSep 2018 to Dec 2025
- North Shore Dance StudioSep 2018 to Aug 2024
- UnemployedJul 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 8313718
- Firm CRD
- 79