About David

David Roberts is a Senior Client Associate at J.P. Morgan Wealth Management.

David provides operational and administrative support to high-net-worth individuals and institutions. He is responsible for client onboarding, account maintenance, reporting, money movement, and many other activities required by the team's client base. David has a reputation for his exceptional client service and focus on efficiency.

A graduate of Wesleyan University with a B.A. in Economics, David has more than 20 years of experience in financial services. He has worked for J.P. Morgan Chase since 2007, mostly within the Chase retail branch network. There, he managed relationships by anticipating the current and future financial needs of his clients, developing a vast knowledge of banking and lending products and procedures. He holds FINRA Series 7, 63, and 65 securities licenses, along with a NJ Life Insurance License.

Insights

Wealth Planning

Beware the wash sale rule

November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Wealth Planning

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November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
Outlook

October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions

November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read Now
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