Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Loeb is an active investment advisor representative with J.P. Morgan Securities LLC, a subsidiary of JPMorgan Chase & Co. David has been in the securities industry since November 1994. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. David is licensed in Florida, Texas and numerous other states. David also holds active registrations with J.P. Morgan Private Wealth Advisors LLC. David is affiliated with the Boca Raton and Palm Beach Gardens, FL offices of J.P. Morgan Securities LLC.
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
FL
05/15/2024 - Present
J.p. Morgan Securities LLC (Boca Raton FL)
FL
08/05/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Boca Raton FL)
FL
02/28/2003 - 08/06/2022
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
NY
11/02/1994 - 03/13/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1994
Series 7 - General Securities Representative 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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