Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Koval is an investment advisor representative with J.p. Morgan Securities LLC, which is headquartered in New York. David has been in the industry since August 28, 1980. David holds the Series 3, 7, 63, 65, 72 and SIE licenses. David's firm, J.p. Morgan Securities LLC, manages over $50 billion in assets and has over 262,000 clients. David specializes in providing financial planning, portfolio management and selection of other advisors. David's professional history includes JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. David is registered in 51 states as a broker and in 2 states as an investment advisor representative.
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
1
2
IL
01/09/2021 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
NA
09/09/1985 - 05/01/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/25/1984 - 10/28/1985
JEFFERIES & COMPANY, INC.
NA
08/20/1980 - 06/15/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1982
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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
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