David Michael Amar

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

• 03/2014 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 04/2014 → 02/2020
  Bank Of America, N.A.
  Los Angeles, CA
• 02/2020 → 04/2026
  William Blair
  Chicago, IL
• 04/2026 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 04/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA

Previous Registrations

• 2020-02-21 → 2026-04-24
  William Blair
  Chicago, IL
  Los Angeles, CA
  Chicago, IL
  Sandy Springs, GA
  Los Angeles, CA
• 2014-03-10 → 2020-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Atlanta, GA
  Miami, FL
  Beverly Hills, CA
• 2002-12-05 → 2005-02-02
  Perigee Capital, Lp
  Atlanta, GA

Other Businesses

Effective 4/22/3036 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-07
• S63 Uniform Securities Agent State Law Examination
  2005-04-08

Designations

• Chartered Financial Analyst