David Robert Canizares

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

• 02/2023 → 01/2025
  E*Trade Securities Llc
  Tampa, FL
• 12/2022 → 02/2023
  Unemployed
  Brandon, FL
• 06/2015 → 12/2022
  Progressive Insurance
  Riverview, FL
• 01/2017 → 12/2017
  Eph210
  Brandon, FL
• 02/2023 → 01/2025
  Morgan Stanley
  Tampa, FL
• 01/2025 → Present
  J.P. Morgan Securities Llc
  Temple Terrace, FL
• 01/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Temple Terrace, FL

Previous Registrations

• 2025-01-03 → 2025-01-29
  Morgan Stanley
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-02
• S63 Uniform Securities Agent State Law Examination
  2023-07-05

Other Names

• David R Canizares