David Romero

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

• 11/2025 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 08/2022 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2022 → 11/2025
  Bank Of America
  Miami, FL
• 07/2022 → 07/2022
  Jeto Cash & Carry
  Miami, FL
• 03/2020 → 07/2022
  Barnett Capital Advisors/Llc
  Miami, FL
• 03/2018 → 02/2020
  Unemployed
  Miami, FL
• 11/2015 → 03/2018
  Unemployed
  Panama

Previous Registrations

• 2024-04-01 → 2025-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  New York, NY
  Miami, FL
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20

Other Names

• David A Romero
• David Alejandro Romero Escobar
• David A Romeroescobar
• David Romero Escobar