David Freckleton, financial advisor Miami FL
90 score

David Freckleton

CRD Number: 5479651
Current Firm: J.p. Morgan Securities LLC

David Freckleton (CRD# 5479651) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami, FL 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 Miami, FL Apr 2016 - Current < 1
Bank Of America, N.a. Plantation, FL Jun 2015 - Mar 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plantation, FL Jun 2015 - Mar 2016 < 1
J.p. Morgan Securities LLC North Miami, FL Oct 2012 - Jun 2015 2
Jpmorgan Chase Bank North Miami, FL Dec 2009 - Jun 2015 5
Coops Spot Food Truck & Catering Miami, FL Aug 2013 - Jul 2014 < 1
Cinder Block Kennells Miami, FL Sep 2010 - Apr 2014 3
Chase Investment Services Corp North Miami, FL Dec 2009 - Oct 2012 2
Agla Hollywood, FL Aug 2009 - Dec 2009 < 1
Unemployed Miami, FL Jun 2009 - Aug 2009 < 1
Metlife Securities, Inc. Plantation, FL Sep 2008 - May 2009 < 1
Intersecurities, Inc. Miami, FL Nov 2007 - Aug 2008 < 1
Ap Financial Miami, FL Oct 2007 - Aug 2008 < 1
Department Of Human Services Miami Lakes, FL Aug 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for David A. Freckleton
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
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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