David Do, financial advisor Glencoe IL
89 score

David Do

CRD Number: 5327425
Current Firm: J.p. Morgan Securities LLC

David Do (CRD# 5327425) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Glencoe, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Glencoe, IL Nov 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Morgan Stanley Deerfield, IL Sep 2013 - Oct 2015 2
Law Office Of David E. Do Schaumburg, IL Aug 2010 - Sep 2013 3
Outside Legal Counsel Ltd. Naperville, IL Nov 2008 - Aug 2010 1
Toussaint And Carlson Ltd. Lombard, IL Jan 2008 - Oct 2008 < 1
The Ayco Company, L.p./mercer Allied Lake Forest, IL Jan 2007 - Jan 2008 1
Law Office Of David E. Do Rolling Meadows, IL Feb 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for David E. Do
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
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
89
Clean Record
This advisor has a clean track record with regulators.

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