UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
2yrs
David Olcomendy
Financial advisor at J.P. Morgan Securities
David Olcomendy has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Dallas, Texas. David joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1900 N. Akard St. 5th And 6th Floor., Dallas, TX 75201
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
- Oct 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact David
Local office(214) 965-3000Ask for David. (800) 999-2000Main office · New York, NY 1900 N. Akard St. 5th And 6th Floor.Dallas, TX 75201Office · 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 David’s local office at (214) 965-3000 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for David Olcomendy.
How long has David been a financial advisor?
David has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does David hold?
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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