Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Albrecht is an investment advisor representative associated with J.P. Morgan Securities LLC. David has been in the securities industry since May 14, 2007. David is registered to conduct securities business in 52 states and the District of Columbia and is also registered with the Securities Industry and Financial Markets Association (FINRA). David holds a Series 6, Series 7, Series 63, and Series 65 license. David is also registered as an investment adviser representative in Texas and Washington.
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
WA
10/20/2023 - Present
J.p. Morgan Securities LLC (YAKIMA WA)
TX
08/05/2021 - 10/18/2022
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
06/22/2017 - 05/26/2021
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
08/06/2014 - 07/06/2017
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
01/23/2014 - 07/22/2014
BBVA SECURITIES INC. (SPRING TX)
TX
07/06/2005 - 03/21/2011
CHASE INVESTMENT SERVICES CORP. (SPRING TX)
IL
05/27/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
03/18/2004 - 05/17/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 04/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2004
Series 6 - Investment Company Products/Variable Contracts 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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