Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brewton is a financial advisor with J.P. Morgan Securities LLC in Austin, Texas. David has been in the financial services industry since 2007 and has a broad range of experience. David's experience includes both investment banking and traditional financial advisory services. David holds a Series 7, Series 24 and Series 79TO licenses and has experience providing services to a variety of clients, including high net worth individuals, corporations, and charitable organizations. David is registered to conduct business in all 50 states, plus the District of Columbia, Puerto Rico and the Virgin Islands. David's expertise is in portfolio management, investment banking, and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
07/25/2022 - Present
J.p. Morgan Securities LLC (Austin TX)
NY
09/29/2011 - 08/09/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
10/01/2008 - 02/02/2010
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
08/22/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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