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Advisors / Texas / Corinth
13yrs

David Tu

Financial advisor at J.P. Morgan Securities

David Tu is a fiduciary financial advisor in Corinth, Texas, with 13 years in the industry. After a year at USAA Investment Services, David joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.

One of 11 advisors with offices in Corinth, and one of 11 fiduciaries.

Corinth, TXFiduciary advisor

At a glance

Experience13 years (since 2013)
How that compares ?More experience than 63% of advisors at J.P. Morgan Securities
OfficeCorinth, TX
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Nov 2025 – now
  2. Jun 2024 – Nov 2025

Questions to ask David

Tailored to David’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Tu. David works from the Corinth, TX office.

How long has David been a financial advisor?

David has been in the industry since 2013, about 13 years. More experience than 63% of advisors 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.

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