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David Council

J.P. Morgan Securities LLC
28 Years of Experience
St. John, IN
2 DisclosuresBroker
View SEC Summary
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David Council is a registered investment advisor at J.P. Morgan Securities LLC, based in St. John, IN, with 28 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

9600 Wicker Avenue, St. John, IN, 46373

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2007
Settled
Customer Dispute
March 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
July 2010 - October 2012 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
July 2010 - October 2012 · 2 yrs 3 mos
Fifth Third Securities, INC.
September 2009 - July 2010 · 10 mos
Fifth Third Securities, INC.Broker
September 2009 - July 2010 · 10 mos
Chase Investment Services CORP.Broker
July 2007 - September 2009 · 2 yrs 2 mos
Chase Investment Services CORP.
July 2007 - September 2009 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
July 2005 - July 2007 · 2 yrs
Chase Investment Services CORP.
July 2005 - July 2007 · 2 yrs
Banc One Securities Corporation
February 2005 - July 2005 · 5 mos
Banc One Securities CorporationBroker
October 2002 - July 2005 · 2 yrs 9 mos
American Express Financial Advisors, INC.
December 1998 - November 2002 · 3 yrs 11 mos
American Express Financial Advisors INC.Broker
January 1998 - November 2002 · 4 yrs 10 mos
Ids Life Insurance CompanyBroker
January 1998 - November 2002 · 4 yrs 10 mos
State Registrations15 states
ARAZCAFLIAILINMAMDNCNVOHTNTXWI
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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