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ChFC
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ChFC

David Levitt

J.P. Morgan Securities LLC
35 Years of Experience
Jersey City, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Levitt is a ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in Jersey City, NJ, with 35 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

575 Washington Blvd, Floor 9 & 10, Jersey City, NJ, 07310

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David works as an insurance agent, servicing and renewing existing non-registered insurance policies. This activity requires minimal time.

Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
March 2022 - Present · 4 yrs 7 mos
J.P. Morgan Securities LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Allstate Financial Advisors, LLC
April 2020 - January 2022 · 1 yr 9 mos
Allstate Financial Services, LLCBroker
March 2020 - January 2022 · 1 yr 10 mos
Prudential Financial Planning Services
February 2018 - January 2020 · 1 yr 11 mos
Pruco Securities, LLC.Broker
January 2018 - January 2020 · 2 yrs
P.J. Robb Variable CorporationBroker
October 2014 - January 2018 · 3 yrs 3 mos
The Leaders Group, INC.Broker
February 2014 - July 2014 · 5 mos
Pruco Securities, LLC.Broker
January 2013 - January 2014 · 1 yr
Hartford Equity Sales Company INC.Broker
May 2003 - January 2013 · 9 yrs 8 mos
Securian Financial Services, INC.
June 2002 - May 2003 · 11 mos
Securian Financial Services, INC.Broker
June 2002 - May 2003 · 11 mos
The Leaders Group, INC.Broker
October 2000 - May 2002 · 1 yr 7 mos
Nathan & Lewis Securities, INC.Broker
April 1998 - October 2000 · 2 yrs 6 mos
Mony Securities CORP.Broker
June 1997 - February 1998 · 8 mos
Metropolitan Life Insurance CompanyBroker
June 1994 - May 1997 · 2 yrs 11 mos
Mony Securities CORP.Broker
December 1992 - April 1994 · 1 yr 4 mos
Equico Securities, INC.Broker
August 1989 - March 1992 · 2 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1989 - March 1991 · 1 yr 7 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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