David Ziff, financial advisor Jericho NY
93 score

David Ziff

CRD Number: 5423476
Current Firm: J.p. Morgan Securities LLC

David Ziff (CRD# 5423476) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jericho, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Baldwin, NY Oct 2012 - Current 4
Jp Morgan Chase Bank Rockville Centre, NY May 2010 - Current 6
Chase Investment Services Corp Rockville Centre, NY May 2010 - Oct 2012 2
Obsidian Financial Group, LLC Woodbury, NY Jan 2009 - Apr 2010 1
Unemployed Rockville Centre, NY Aug 2008 - Jan 2009 < 1
Brandeis University Waitham, NY Jan 2004 - Aug 2008 4
Northwestern Mutual Sayville, NY Aug 2006 - Aug 2007 1
Mercy Medical Center Rockville Centre, NY Jul 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for David A. Ziff
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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