Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
4yrs
David Kwak
Financial advisor at J.P. Morgan Securities
David Kwak is a fiduciary financial advisor in Irvine, California, with 4 years in the industry. David joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office6460 Irvine Blvd, Irvine, CA 92620
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.
Career
- May 2026 – nowJ.p. Morgan Securities LLCCurrent firm
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 Kwak. David works from the Irvine, CA office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 4 years. 4 years in the industry.
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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