About David

David Loeb is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

David works with entrepreneurs, C-suite executives, private equity/hedge fund partners and ultra-high-networth families, leveraging his 30-plus years of industry experience to deliver sophisticated planning coupled with personalized attention. He takes a holistic approach to wealth management, ensuring that he addresses the differentiated backgrounds, aspirations and financial scenarios of each individual in his care.

Looking at both sides of the balance sheet, David offers strategies for investment management, banking, preferred lending and mortgage programs, credit facilities and other sophisticated strategies. He partners alongside his clients' other professional advisors so he may incorporate estate- and tax-planning considerations into his overall recommendations. He deploys the breadth and power of J.P. Morgan's intellectual capital and draws on the firm's vast capability set.

David has been with J.P. Morgan and its predecessor firms since 2003. He began his three-decade career covering Investment and Institutional accounts at Salomon Smith Barney.

A graduate of New York University, David earned a B.S. in Political Science with a minor in Economics. He is fluent in Spanish, perfecting it during his seven months of study in Spain, where he also taught English.

David has been active in his local community of Boca Raton for many years, where he lives with his family and has served on various charitable boards. He has offered his time and support to encourage troubled children to prepare for a better future. As a father of three, David has volunteered as a youth basketball and soccer coach.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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