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David Jonathan Douglas

Ernst & Young Investment Advisers LLP

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About David Jonathan Douglas

David Jonathan Douglas is a registered Investment Advisor Representative with Ernst & Young Investment Advisers LLP. David is registered in the state of Florida. He holds a Series 7 and a Series 65. David is a member of the firm’s Financial Planning team and has been with Ernst & Young LLP since October 2010. His specialization includes providing financial planning services to individuals, businesses, and corporations. David has a demonstrated ability to build strong client relationships and help clients achieve their financial goals.

Firm Information

David Douglas is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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David Douglas’s Registration & Firm History

FL

01/13/2011 - Present

Ernst & Young Investment Advisers LLP (TAMPA FL)

NE

08/04/2000 - 09/05/2000

DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 11/17/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jonathan Douglas.
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