David CouncilCRD Number: 2290193
Current Firm: J.p. Morgan Securities LLC
David Council (CRD# 2290193) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saint John, IN and has over 22 years of experience in the finance industry.
Kingsview Asset Management, LLC
Lpl Financial LLC
|J.p. Morgan Securities LLC||Schererville, IN||Oct 2012 - Current||7|
|Chase Investment Services Corp||Schererville, IN||Jul 2010 - Oct 2012||2|
|Fifth Third Securities||Chesterton, IN||Sep 2009 - Jul 2010||< 1|
|Chase Investment Services Corp||Chicago, IL||Jul 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management130,276MILLIONS
Total Number of Accounts602,419ACCOUNTS
Average Account Value$216,255
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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