David Yu Coleman

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

• 06/2024 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roslyn Heights, NY
• 02/2023 → 06/2024
  The Realreal
  Phoenix, AZ
• 07/2022 → 02/2023
  Calvin Klein
  Chandler, AZ
• 02/2022 → 10/2023
  Embry Health
  Phoenix, AZ
• 03/2021 → 08/2021
  Carvana
  Tempe, AZ
• 07/2020 → 03/2021
  Labcorp
  Tustin, CA
• 07/2019 → 07/2020
  Enterprise Rent-A-Car
  Carson, CA
• 08/2019 → 07/2020
  Cvs Health
  Santa Ana, CA
• 07/2016 → 06/2019
  Unemployed
  Dayton, OH
• 09/2021 → 01/2022
  Charlie's Phoenix, Aka Nashville Management
  Phoenix, AZ
• 06/2024 → 03/2026
  Bank Of America, N.A
  Roslyn Heights, NY
• 07/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 03/2026 → Present
  Collecthaus Llc
  New York, NY
• 06/2023 → 06/2024
  Charlie's Phoenix, Aka Nashville Management
  Phoenix, AZ
• 01/2024 → 06/2024
  Yum Bar
  Phoenix, AZ
• 07/2026 → Present
  Sound Waves Us Llc
  New York, NY

Previous Registrations

• 2025-09-19 → 2026-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roslyn Heights, NY
  Melville, NY
  New York, NY
  Roslyn Heights, NY

Other Businesses

the name of the other business: CollectHaus LLC whether the business is investment-related: No the address of the other business; 500 W 56th St Apt 827, New York, NY 10019 the nature of the other business: Data Analytics of Automotive Marketplace Tech Startup your position: Co-Founder title, or relationship with the other business: Member, Authorized Signer the start date of your relationship: 3/20/26 the approximate number of hours/month you devote to the other business: 2 hours/month the number of hours you devote to the other business during securities trading hours: None and briefly describe your duties relating to the other business: NAICS 519290 Web Search Portals and All Other Information Services; Every month I spend approximately 2 hours on the weekend to fulfill operational items and strategize the direction of the company. the name of the other business: SOUND WAVES US LLC whether the business is investment-related: No the address of the other business: 500 W 56th St Apt 827, New York, NY 10019 the nature of the other business: Audio Engineering for Gaming, TV and Movie Productions your position: Sole Founder title, or relationship with the other business: Sole Member, Authorized Signer the start date of your relationship: 7/9/26 the approximate number of hours/month you devote to the other business: 2 hours/month the number of hours you devote to the other business during securities trading hours: None and briefly describe your duties relating to the other business: NAICS 512240 Sound Recording Studios; Every month I spend approximately 2 hours on the weekend to fulfill operational items and strategize the direction of the company.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-28

Other Names

• Daiwei Yu