David Carl Henkel

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 02/2018
  Inverness Securities Llc
  Cleveland, OH
• 04/2016 → 02/2018
  The Ancora Group
  Cleveland, OH
• 02/2018 → 03/2020
  Cm Wealth Advisors Llc
  Beachwood, OH
• 08/2020 → 04/2025
  Hirtle, Callaghan & Co
  Conshohocken, PA
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Cleveland, OH
• 10/2025 → Present
  J.P. Morgan Securities Llc
  Cleveland, OH
• 05/2025 → 09/2025
  Unemployed
  Chargrin Falls, OH
• 04/2020 → 07/2020
  Unemployed
  Pepper Pike, OH

Previous Registrations

• 2020-08-26 → 2025-04-09
  Hirtle & Co., Llc
  Beachwood, OH
  West Conshohocken, PA
• 2019-08-08 → 2020-03-23
  Cm Wealth Advisors Llc
  Beachwood, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-30
• S65 Uniform Investment Adviser Law Examination
  2019-08-31

Other Names

• David Henkel
• David Carl Henkel