About David

David Levine is a Wealth Advisor with J.P. Morgan Wealth Management.

Leaning on 15 years of experience, David works with ultra-high-networth individuals across a range of industries, with a particular focus on those in the media, entertainment and entrepreneurial sectors. He offers thoughtful, strategic guidance on investment management and the capital markets, along with comprehensive advisory support—all tailored to help meet the diverse needs of his clients.

As a multigenerational member of the team, David brings continuity and stability to the families he serves. He is particularly adept at relating to younger members who are preparing to carry forward their family's legacy. David's approach emphasizes building long-term relationships grounded in trust, transparency and understanding. Known for his exceptional communication skills and global perspective, he has a natural ability to connect with clients and facilitate even the most sensitive financial conversations.

David joined J.P. Morgan in 2014 after roles at Credit Suisse and Fidelity Investments, where he launched his career in 2010. He holds a B.A. in German Language and Literature from the University of Rhode Island.

Originally from New Jersey, just outside New York City, David and his wife, Alyssa, now reside in Venice Beach. Together, they love cooking, traveling and exploring new cultures. David enjoys playing basketball, watching soccer and honing his photography skills. His adventurous spirit and embrace of new people and experiences have played a key role in shaping both his personal life and professional career.

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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