David GrahamCRD Number: 5932627
Current Firm: J.p. Morgan Securities LLC
David Graham (CRD# 5932627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redford, MI and has over 6 years of experience in the finance industry. David Graham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning
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Plante Moran Financial Advisors
|Jp Morgan Securities LLC||Detroit, MI||Oct 2017 - Current||< 1|
|Spaulding For Children||Southfield, MI||Feb 2012 - Nov 2017||5|
|Habitat For Humanity||Detroit, MI||Apr 2013 - Oct 2017||4|
|Fifth Third Securities||Detroit, MI||Feb 2014 - Sep 2017||3|
|Bank Of America N.a||Farmington Hills, MI||Jun 2011 - Feb 2014||2|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Farmington Hills, MI||Apr 2008 - Feb 2014||5|
|Merrill Lynch, Pierce, Fenner, & Smith Incorporated||Farmington Hills, MI||Jun 2011 - Jul 2011||< 1|
|Comerica Bank||Detroit, MI||May 2003 - Apr 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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, WY
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