David LevineDavid LevineWealth Advisor
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
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
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Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now