Calton & Associates
47yrs
Top advisor by experience in Tempe
3yrs
Based in Tempe, Arizona, David Limone is a fiduciary financial advisor with 3 years of industry experience. David has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 568 advisors with offices in Tempe, and one of 548 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office150 W University Dr., Floor 04, Tempe, AZ 85281
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
- Jun 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact David
(800) 999-2000Firm headquarters in New York, NY. Ask for David. 150 W University Dr., Floor 04Tempe, AZ 85281Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Limone. David works from the Tempe, AZ office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 3 years. 3 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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