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
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now