About David

David Levine is a Senior Client Associate with J.P. Morgan Wealth Management. He is responsible for managing the day-to-day operations functions for Financial Advisor Richard Zinman. In his role, David also provides business analysis, helping to identify specific investment strategies. In addition, he helps generate new business by leveraging J.P. Morgan's array of resources to provide clients with customized solutions to meet their specific needs and financial goals, as well as assisting in the facilitation of the client onboarding process and responding to inquiries. David has earned a reputation for doing whatever it takes to resolve clients' issues and enhance their experience with new techniques and processes.

Beginning his investment career at Fidelity Investments from 2010 to 2013, David moved to Credit Suisse in 2013 before joining J.P. Morgan in his present capacity in 2014.

David graduated from the University of Rhode Island, where he earned a B.A. in German Language and Literature. He and his wife, Alyssa, live in Santa Monica, and both enjoy cooking and traveling. David also likes playing basketball, watching soccer and doing photography in his free time.



U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(310) 201-2634david.j.levine@jpmorgan.com