David Kenny

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

• 01/2016 → 01/2022
  Merrill Lynch Pierce Fenner & Smith
  New York, NY
• 03/2019 → 01/2022
  Bank Of America, N.A.
  New York, NY
• 01/2022 → 10/2023
  First Republic Securities Company, Llc
  New York, NY
• 01/2022 → Present
  First Republic Investment Management, Inc.
  New York, NY
• 09/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2022-01-07 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2016-01-21 → 2022-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-07-23

Other Names

• David Kenny
• David Lawrence Kenny