David Siegel, financial advisor Arlington TX

David Siegel

CRD Number: 6313424
Current Firm: J.p. Morgan Securities LLC

David Siegel (CRD# 6313424) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arlington, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Arlington, TX Nov 2018 - Current 5
Jp Morgan Chase Bank, N.a. Arlington, TX Nov 2018 - Current 5
David Siegel Music Southlake, TX Dec 2018 - Dec 2018 < 1
Td Ameritrade Investment Management, LLC Fort Worth, TX Jun 2016 - Nov 2018 2
Td Ameritrade Fort Worth, TX May 2016 - Nov 2018 2
Strategic Advisers Inc. Westlake, TX Oct 2014 - May 2016 1
Fidelity Investments Westlake, TX Mar 2014 - May 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination May 2014
Contact Info for David Siegel
Phone Number: 800-999-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, WY

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