David RobertsDavid RobertsSenior Client Associate
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
Markets and Economy
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
Markets and Economy
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
Retirement
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
Family Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
Markets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read Now
Wealth Planning
Changing your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read Now
Wealth Planning
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Wealth Planning
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Markets and Economy
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowMarkets and Economy
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowMarkets and Economy
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowRetirement
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowFamily Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read NowMarkets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read NowWealth Planning
Changing your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read NowWealth Planning
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowWealth Planning
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowMarkets and Economy
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read 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.