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David Hirschhorn

J.P. Morgan Securities LLC

New York, NY

CRD 7783273

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-08-28
TX RA APPROVED 2023-08-28
  • NY RA
    APPROVED
    Since 2023-08-28
  • TX RA
    APPROVED
    Since 2023-08-28

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elite Admissions Advisors Boulder CO 06/2020 07/2023
Jpmorgan Chase Bank, Na New York NY 07/2023 Present
Jpmorgan Securities Llc New York NY 07/2023 Present
Jp Morgan Private Bank Austin TX 06/2022 08/2022
Crestone Capital Boulder CO 01/2021 11/2021
Kumon Boulder CO 06/2019 08/2019
Outback Steakhouse Boulder CO 02/2019 08/2019
Unemployed Boulder CO 09/2015 01/2019
Unemployed Ithaca NY 09/2019 05/2020
  • 06/2020 → 07/2023
    Elite Admissions Advisors
    Boulder, CO
  • 07/2023 → Present
    Jpmorgan Chase Bank, Na
    New York, NY
  • 07/2023 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 06/2022 → 08/2022
    Jp Morgan Private Bank
    Austin, TX
  • 01/2021 → 11/2021
    Crestone Capital
    Boulder, CO
  • 06/2019 → 08/2019
    Kumon
    Boulder, CO
  • 02/2019 → 08/2019
    Outback Steakhouse
    Boulder, CO
  • 09/2015 → 01/2019
    Unemployed
    Boulder, CO
  • 09/2019 → 05/2020
    Unemployed
    Ithaca, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-27
  • S66 Uniform Combined State Law Examination
    2023-08-27
Other Names
  • David Hirschhorn
  • David Glen Hirschhorn

View on SEC IAPD

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