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David Longo

J.P. Morgan Securities LLC

Jacksonville Beach, FL

Neptune Beach, FL

CRD 6074116

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-06
TX RA APPROVED 2025-03-05
  • FL RA
    APPROVED
    Since 2025-03-06
  • TX RA
    APPROVED
    Since 2025-03-05

Branch Locations

300 Beach Blvd #101, Jacksonville Beach, FL 32250 • United States

650 Atlantic Blvd, Neptune Beach, FL 32266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 05/2012 03/2025
Bank Of America, N.A. Jacksonville FL 05/2012 03/2025
J.P. Morgan Securities Llc Jacksonville Beach FL 03/2025 Present
Jpmorgan Chase Bank, N.A. Jacksonville Beach FL 03/2025 Present
Doordash Ponte Vedra FL 01/2021 08/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-29
  • S66 Uniform Combined State Law Examination
    2012-08-29
Other Names
  • David Longo
  • David John Longo
  • David J Longo

View on SEC IAPD

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