David J. Errick

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

• 08/2022 → 03/2025
  Td Bank N.A.
  Nanuet, NY
• 06/2018 → 08/2022
  M&T Bank
  New Milford, NJ
• 06/2013 → 09/2018
  Sterling Jewelers
  Edgewater, NJ
• 03/2025 → Present
  J.P. Morgan Securities Llc
  Oradell, NJ
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Oradell, NJ

Previous Registrations

• 2022-09-29 → 2025-04-02
  Td Private Client Wealth Llc
  New York, NY
  Montvale, NJ
  Ramsey, NJ
  Nanuet, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-04
• S65 Uniform Investment Adviser Law Examination
  2022-09-27

Other Names

• David Errick
• David J Errick
• David James Errick