UBS Financial Services
47yrs
Top 1% by experience in Atlanta
33yrs
David Kritzer
Financial advisor at J.P. Morgan Securities
David Kritzer has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Atlanta, Georgia. After ten years at UBS Financial Services and five years at Deutsche Bank Securities, David joined J.P. Morgan Securities in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office3424 Peachtree Road NE Floor 17 & 18, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
- 2008 – 2019UBS Financial Services Inc.Previously
- 2003 – 2008Deutsche Bank Securities Inc.Previously
Contact David
Local office(404) 926-2582Ask for David. (800) 999-2000Main office · New York, NY 3424 Peachtree Road NE Floor 17 & 18Atlanta, GA 30326Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
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About David
How do I contact David?
Call David’s local office at (404) 926-2582 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for David Kritzer.
How long has David been a financial advisor?
David has been in the industry since 1994, about 33 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does David hold?
Series 63, Series 65. 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.
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