Morgan Stanley
46yrs
Top advisor by experience in Laguna Niguel
21yrs
David Treffry
Financial advisor at J.P. Morgan Securities
Based in Laguna Niguel, California, David Treffry is a fiduciary financial advisor with 21 years of industry experience. David has been with J.P. Morgan Securities since 2013; before that, David spent three years at Wells Fargo Advisors and five years at Wells Fargo Investments. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 152 advisors with offices in Laguna Niguel, and one of 134 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 16% by experience at J.P. Morgan Securities
Office30202 Crown Valley Parkway, Laguna Niguel, CA 92677
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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowJ.P. Morgan Securities LLCCurrent firm
- 2011 – 2013Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2011Wells Fargo Investments, LLCPreviously
Contact David
(800) 999-2000Firm headquarters in New York, NY. Ask for David. 30202 Crown Valley ParkwayLaguna Niguel, CA 92677Office · Get directions Firm websitewealthpartners.jpmorgan.com
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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
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About David
How do I contact David?
Call J.P. Morgan Securities at (800) 999-2000 and ask for David Treffry. David works from the Laguna Niguel, CA office.
How long has David been a financial advisor?
David has been in the industry since 2005, about 21 years. Top 16% by experience at J.P. Morgan Securities.
What licenses does David hold?
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.
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