David Meade, financial advisor Fontana CA
90 score

David Meade

CRD Number: 6054038
Current Firm: J.p. Morgan Securities LLC

David Meade (CRD# 6054038) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fontana, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Riverside, CA Oct 2012 - Current 4
Jpmorgan Chase Bank Riverside, CA Mar 2012 - Current 4
Chase Investment Services Corp Riverside, CA Mar 2012 - Oct 2012 < 1
Jpmorgan Chase Bank Fontana, CA Jan 2011 - Mar 2012 1
Jpmorgan Chase Bank San Dimas, CA Jun 2010 - Jan 2011 < 1
Jpmorgan Chase Bank Azusa, CA Apr 2009 - Jun 2010 1
Jpmorgan Chase Bank La Verne, CA Sep 2008 - Apr 2009 < 1
Washington Mutual La Verne, CA Jul 2007 - Sep 2008 1
The Old Spaghetti Factory Duarte, CA Oct 2006 - Jun 2007 < 1
Unemployed Upland, CA Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for David T. Meade
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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