David J. St. Louis

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Somerset, NJ
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Somerset, NJ

Previous Registrations

• 2010-06-23 → 2012-10-01
  Chase Investment Services Corp.
  Woodbridge, NJ
  Edison, NJ
  Edison, NJ
  Somerset, NJ
  Flemington, NJ
  Raritan, NJ
  Woodbridge, NJ
  Perth Amboy, NJ
  Edison, NJ
• 2007-04-30 → 2010-06-03
  Andrew Garrett Inc.
  Newtown, PA
• 2006-04-27 → 2007-03-01
  S.W. Bach & Company
  Princeton, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-13
• S63 Uniform Securities Agent State Law Examination
  1991-07-18

Other Names

• David Joseph Stlouis
• David Joseph St Louis