Morgan Stanley
47yrs
Top advisor by experience in New York
31yrs
David Speiser
Financial advisor at J.P. Morgan Securities
David Speiser is a fiduciary financial advisor in New York, New York, with 31 years in the industry. David joined J.P. Morgan Securities in 2012, after three years at Chase Investment Services and two years at Citigroup Global Markets. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 4% by experience at J.P. Morgan Securities
Office610 Madison Avenue, New York, NY 10022
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
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2009 – 2012Chase Investment Services Corp.Previously
- May 2007 – Apr 2009Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
Contact David
(800) 999-2000J.P. Morgan Securities main office 610 Madison AvenueNew York, NY 10022Office · 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 J.P. Morgan Securities at (800) 999-2000 and ask for David Speiser. David works from the New York, NY office.
How long has David been a financial advisor?
David has been in the industry since 1996, about 31 years. Top 4% 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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