LPL Financial
47yrs
Top advisor by experience in Grand Rapids
4yrs
Davis Murphy
Financial advisor at J.P. Morgan Securities
Davis Murphy has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Grand Rapids, Michigan. After two years at Fidelity Personal and Workplace Advisors, Davis joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office6261 Kalamazoo Ave. S.E., Grand Rapids, MI 49508
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 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2022 – Jun 2024Fidelity Personal and Workplace AdvisorsPreviously
Contact Davis
(800) 999-2000Firm headquarters in New York, NY. Ask for Davis. 6261 Kalamazoo Ave. S.E.Grand Rapids, MI 49508Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Davis
Tailored to Davis’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 Davis
How do I contact Davis?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Davis Murphy. Davis works from the Grand Rapids, MI office.
How long has Davis been a financial advisor?
Davis has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Davis hold?
Series 66. Tap any license on this page to see what it allows.
Is Davis a fiduciary?
Davis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Davis paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Davis 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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