Cetera Investment Advisers
10yrs
10 years in the industry
13yrs
David Terry
Financial advisor at J.P. Morgan Securities
Based in Shirley, New York, David Terry is a fiduciary financial advisor with 13 years of industry experience. David joined J.P. Morgan Securities in 2017, 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 4 advisors with offices in Shirley, and one of 4 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 63% of advisors at J.P. Morgan Securities
Office645 William Floyd Parkway, Shirley, NY 11967
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
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
Contact David
(800) 999-2000Firm headquarters in New York, NY. Ask for David. 645 William Floyd ParkwayShirley, NY 11967Office · 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 Terry. David works from the Shirley, NY 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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