Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schulman is a financial advisor with over 25 years of experience in the financial services industry. David has been registered with J.P. Morgan Securities LLC since September 2023 and is also a registered representative of J.P. Morgan Private Wealth Advisors LLC. David previously worked at First Republic Securities Company, LLC, Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc. David is a Certified Financial Planner™ and holds the Series 3, 7, 31, 63, and 65 securities licenses. David specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions.
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
NY
04/09/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/15/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
11/20/2008 - 02/21/2019
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
08/18/2000 - 12/08/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/24/1997 - 08/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/1997
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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