Mariner
46yrs
Top advisor by experience at Mariner
21yrs
David Morris
Financial advisor at J.P. Morgan Securities
David Morris has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Ventura, California. David has been with J.P. Morgan Securities since 2017; before that, David spent less than a year at Nashville Financial Services and six years at Avondale Partners. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 88 advisors with offices in Ventura, and one of 78 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?Top 17% by experience at J.P. Morgan Securities
Office3498 Telegraph Rd., Ventura, CA 93003
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
- Sep 2016 – Nov 2016Nashville Financial Services PLLCPreviously
- 2010 – 2016Avondale Partners, LLCPreviously
- Sep 2009 – Dec 2010Church Street Advisors LLCPreviously
- 2006 – 2008Church Street Advisors LLCPreviously
Contact David
3498 Telegraph Rd.Ventura, CA 93003Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call J.P. Morgan Securities at (800) 999-2000 and ask for David Morris. David works from the Ventura, CA office.
How long has David been a financial advisor?
David has been in the industry since 2006, about 21 years. Top 17% by experience at J.P. Morgan Securities.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
46yrs
Top 1% by experience in California
D.A. Davidson & Co.
44yrs
Top 1% by experience in California
Ameriprise Financial Services
44yrs
Top 1% by experience in California
Bains, Tonya R
39yrs
Top 4% by experience in California
LPL Financial
38yrs
Top 5% by experience in California