Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
31yrs
David Stecker
Financial advisor at J.P. Morgan Securities
Based in Boca Raton, Florida, David Stecker is a fiduciary financial advisor with 31 years of industry experience. David has been with J.P. Morgan Securities since 2023; before that, David spent four years at J.P. Morgan Private Wealth Advisors and a year at Citigroup Global Markets. David holds the CFP® designation.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 4% by experience at J.P. Morgan Securities
Office5100 Town Center Circle, Boca Raton, FL 33486
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2025J.P. Morgan Private Wealth Advisors LLCPreviously
- Sep 2020 – Mar 2021Citigroup Global Markets Inc.Previously
- May 2008 – May 2008Wells Fargo Clearing Services, LLCPreviously
- May 2007 – May 2008Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
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
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 Stecker. David works from the Boca Raton, FL office.
How long has David been a financial advisor?
David has been in the industry since 1995, 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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