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

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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