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David Allen Council

J.p. Morgan Securities LLC

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About David Allen Council

David Allen Council is a financial advisor with over 20 years of experience in the industry. David Allen Council is currently registered with J.p. Morgan Securities LLC and has been with the firm since October 2012. Previously, David Allen Council was registered with Chase Investment Services Corp., Fifth Third Securities, Inc., BANC ONE SECURITIES CORPORATION, American Express Financial Advisors Inc. and IDS LIFE INSURANCE COMPANY. David Allen Council is licensed to provide securities and investment advisory services in Arizona, Arkansas, California, Florida, Illinois, Indiana, Maryland, Massachusetts, Nevada, North Carolina, Ohio, Tennessee, Texas, and Wisconsin. David Allen Council holds the Series 63, 65, 7 and SIE securities licenses.

Firm Information

David Council is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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David Council’s Registration & Firm History

IN

05/09/2018 - Present

J.p. Morgan Securities LLC (ST. JOHN IN)

IN

07/29/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SCHERERVILLE IN)

IN

09/09/2009 - 07/23/2010

FIFTH THIRD SECURITIES, INC. (CROWN POINT IN)

IN

07/25/2007 - 09/18/2009

CHASE INVESTMENT SERVICES CORP. (CROWN POINT IN)

IN

07/06/2005 - 07/19/2007

CHASE INVESTMENT SERVICES CORP. (CROWN POINT IN)

IL

10/31/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

01/27/1998 - 11/08/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/27/1998 - 11/08/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/30/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for David Allen Council. Review regulatory record here.
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