David AbernathyCRD Number: 5460782
Current Firm: J.p. Morgan Securities LLC
David Abernathy (CRD# 5460782) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 11 years of experience in the finance industry.
Summit Financial Group Inc.
Heritage Financial Planning
Brightscape Investment Centers
|J.p. Morgan Securities LLC||Dallas, TX||Oct 2012 - Current||7|
|Jp Morgan Chase Bank Na||Dallas, TX||Apr 2010 - Current||9|
|Chase Investment Services Corp||Dallas, TX||Apr 2010 - Oct 2012||2|
|Unemployed||Richardson, TX||Jan 2010 - Mar 2010||< 1|
|Axa Advisors, LLC||New York, NY||Dec 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management130,276MILLIONS
Total Number of Accounts602,419ACCOUNTS
Average Account Value$216,255
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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