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David Earl Delaney

J.p. Morgan Securities LLC

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About David Earl Delaney

David Earl Delaney is a financial advisor working for J.p. Morgan Securities LLC. David has been a registered representative for over 40 years. David has been with J.p. Morgan Securities LLC since December 2015, prior to that, David worked for CREDIT SUISSE SECURITIES (USA) LLC. J.p. Morgan Securities LLC offers investment advice to individuals, businesses, pension plans, insurance companies, and charitable organizations. David is registered to provide investment advice in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

David Delaney 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 Delaney’s Registration & Firm History

GA

12/14/2015 - Present

J.p. Morgan Securities LLC (ATLANTA GA)

GA

01/17/2003 - 12/22/2015

CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)

NJ

01/27/1995 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

11/03/2000 - 09/16/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NA

06/03/1991 - 02/06/1995

ALEX. BROWN & SONS INCORPORATED

KY

05/03/1979 - 06/03/1991

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

NA

09/26/1978 - 05/24/1979

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

06/01/1977 - 09/26/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

IA

Issued 12/09/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/08/1986

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1982

Series 5 - Interest Rate Options Examination

BC

Issued 05/21/1977

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 no public disclosures for David Earl Delaney.
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