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

Threading the needle: Where markets may be mispricing trade risk

April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
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