David OsterCRD Number: 5483864
Current Firm: J.p. Morgan Securities LLC
David Oster (CRD# 5483864) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 10 years of experience in the finance industry.
Uma Financial Services Inc.
|Jp Morgan Securities, LLC||Park City, UT||Feb 2017 - Current||1|
|Beachbody||Bountiful, UT||Apr 2016 - Current||2|
|Wells Fargo Advisors LLC||Salt Lake City, UT||Apr 2013 - Feb 2017||3|
|Wells Fargo Clearing Services, LLC||Salt Lake City, UT||Apr 2013 - Feb 2017||3|
|Wells Fargo Bank Na||Salt Lake City, UT||May 2014 - Nov 2015||1|
|Aerotek/allegis||Salt Lake City, UT||Nov 2012 - Apr 2013||< 1|
|Fiserv/nesco Resource||Salt Lake City, UT||Oct 2012 - Nov 2012||< 1|
|Unemployed||Salt Lake City, UT||Nov 2011 - Oct 2012||< 1|
|Morgan Stanley Smith Barney||South Jordan, UT||Jul 2011 - Nov 2011||< 1|
|E*trade Securities LLC||Sandy, UT||Jan 2008 - Jun 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||May 2012|
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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