Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jankelovits is a financial advisor at J.P. Morgan Securities LLC. David has been in the financial industry for over 10 years, and has a strong track record of success. David is a Series 6 and 63 licensed professional and holds the SIE designation, which allows him to provide investment advice to individuals, families, and businesses. David is also registered to provide investment advice in several states including California, Connecticut, Florida, New Jersey, and New York.
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
NY
11/09/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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