Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Deveau is a financial advisor who is currently registered with J.P. Morgan Securities LLC. David has been in the financial industry since 2019 and has been associated with a number of firms, including Raymond James Financial Services, Inc., and Edward Jones. David holds the Series 66, Series 7TO and SIE exams. David has experience providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. David has a strong background in the performing arts and has worked as a lighting designer, projection designer, stage manager, and technical director. In addition to his role as a financial advisor, David is also a self-employed contractor who works with performance companies.
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
TX
07/20/2023 - Present
J.p. Morgan Securities LLC (TOMBALL TX)
TX
05/11/2022 - 07/27/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (The Woodlands TX)
TX
11/01/2019 - 11/16/2020
EDWARD JONES (MAGNOLIA TX)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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