David Holley, financial advisor Fort Worth TX
90 score

David Holley

CRD Number: 6060804
Current Firm: J.p. Morgan Securities LLC

David Holley (CRD# 6060804) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Fort Worth, TX Apr 2014 - Current 2
Edward Jones St Louis, MO May 2012 - Mar 2014 1
Unemployed Hurst, TX Jan 2012 - May 2012 < 1
Stewardship Fund, LP Plano, TX Mar 2008 - Dec 2011 3
Harte-hanks Austin, TX Apr 2003 - Feb 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for David J. Holley
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
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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