Invested Better
Unclaimed

Unclaimed

Unclaimed

Van Buren Davis

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Van? Claim Your Profile

About Van Buren Davis

Van Buren Davis is a registered representative with J.p. Morgan Securities LLC. Van Buren is licensed to provide securities and investment advisory services in multiple states. Van Buren has been in the industry since June 2017 and has a wide range of experience in financial planning and portfolio management. Van Buren is also the owner of 2U Frames, a custom framing business. Van Buren's commitment to providing personalized service and comprehensive financial solutions has earned the trust of clients across the country.

Firm Information

Van Davis is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee computed based on cents-per-share-deposited-into-the-account

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Van Davis’s Registration & Firm History

MD

11/16/2022 - Present

J.p. Morgan Securities LLC (Baltimore MD)

Not sure if Van Buren Davis is right for you?

Licenses & Designations

BOTH

Issued 04/26/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/17/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Van Buren Davis.
Not sure if Van Buren Davis is right for you?