David Schwartz

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

• 07/2023 → Present
  J.P. Morgan Securities Llc
  Westlake Village, CA
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Westlake Village, CA
• 08/2018 → 05/2023
  Harvard Univeristy
  Cambridge, MA
• 07/2019 → 02/2020
  Ed Pikula Attorney Office
  Springfield, MA
• 01/2020 → 03/2020
  Harvard Athletics
  Cambridge, MA
• 06/2020 → 06/2022
  Muslu Law Firm
  Longmeadow, MA
• 06/2022 → 08/2022
  Summit Partners
  Boston, MA
• 06/2023 → 06/2023
  Unemployed
  Longmeadow, MA
• 07/2014 → 07/2018
  Longmeadow High School
  Longmeadow, MA
• 01/2022 → 05/2023
  Harvard Athletics
  Cambridge, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-14

Other Names

• David Joseph Schwartz
• David Schwartz