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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-10-21
TX RA APPROVED 2025-10-17
  • NH RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

160 Federal Street, Boston, MA 02110 • 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
Jpmorgan Chase Bank, N.A. Boston MA 10/2025 Present
J.P. Morgan Securities Llc Boston MA 10/2025 Present
Unemployed Scituate MA 04/2025 09/2025
Fidelity Investments Boston MA 02/2021 04/2025
Unemployed Westborough MA 06/2020 01/2021
Pennsylvania State University University Park PA 08/2016 05/2020
Toll Brothers Westborough MA 06/2019 08/2019
Burke & Levy Pc Westborough MA 06/2018 08/2018
800 Got Junk Westborough MA 06/2017 08/2017
  • 10/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 10/2025 → Present
    Boston, MA
  • 04/2025 → 09/2025
    Unemployed
    Scituate, MA
  • 02/2021 → 04/2025
    Fidelity Investments
    Boston, MA
  • 06/2020 → 01/2021
    Unemployed
    Westborough, MA
  • 08/2016 → 05/2020
    Pennsylvania State University
    University Park, PA
  • 06/2019 → 08/2019
    Toll Brothers
    Westborough, MA
  • 06/2018 → 08/2018
    Burke & Levy Pc
    Westborough, MA
  • 06/2017 → 08/2017
    800 Got Junk
    Westborough, MA
Previous Registrations
  • 2025-03-31 → 2025-04-22
    Boston, MA
  • 2023-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-05
S63 Uniform Securities Agent State Law Examination 2021-06-16
  • S66 Uniform Combined State Law Examination
    2023-04-05
  • S63 Uniform Securities Agent State Law Examination
    2021-06-16
Other Names
  • David Whitney Beliveau
  • David Beliveau

View on SEC IAPD

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