David Hanson

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

• 05/2026 → Present
  J.P. Morgan Securities Llc
  Port St Lucie, FL
• 05/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Port St Lucie, FL
• 02/2024 → 05/2026
  Pnc Wealth Management
  Port St Lucie, FL
• 03/2014 → 02/2024
  Ubs
  Stuart, FL

Previous Registrations

• 2024-02-08 → 2026-05-05
  Pnc Wealth Management Llc
  Port St. Lucie, FL
  Okeechobee, FL
  Stuart, FL
  Jensen Beach, FL
  Palm City, FL
  Port St. Lucie, FL
• 2014-03-10 → 2024-02-12
  Ubs Financial Services Inc.
  Palm Beach Gardens, FL
  Stuart, FL
• 2013-09-10 → 2014-02-28
  J.P. Morgan Securities Llc
  West Palm Beach, FL
• 2012-07-25 → 2013-08-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-07-20

Other Names

• David Edward Hanson
• David Hanson