David Abernathy, financial advisor Dallas TX

David Abernathy

CRD 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.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Dallas, TX Oct 2012 - Current 6
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
Contact Info for David W. Abernathy
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    130,276
    MILLIONS
  • Total Number of Accounts
    602,419
    ACCOUNTS
  • Average Account Value
    $216,255
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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