David Farrell Hills

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

• 07/2012 → 07/2023
  Bessemer Trust
  Houston, TX
• 08/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2023 → Present
  J.P. Morgan Securities Llc
  Houston, TX

Previous Registrations

• 2010-08-05 → 2012-05-02
  Chase Investment Services Corp.
  Pacific Grove, CA
  Monterey, CA
  Carmel, CA
  Pacific Grove, CA
  Monterey, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-27
• S63 Uniform Securities Agent State Law Examination
  2009-06-10

Other Names

• David Farrell Hills
• David F Hills