David CuadroDavid Cuadro
Client Associate

"I work diligently to deliver an excellent customer experience."

About David

David Cuadro is a Client Associate with J.P. Morgan Wealth Management. As a member of The Gilman Wealth Management Group, he provides marketing and operational support for high-net-worth individuals (and their families). David’s responsibilities include addressing inquiries, monitoring transactions, maintaining account records and ad hoc requests. He works diligently to deliver an excellent customer experience. David graduated from Hofstra University with a B.B.A. in Entrepreneurship. He began his career in 2015 at Morgan Stanley as a Sales Assistant and then moved to Volo Commerce, where he developed skills to carefully address individual clients’ needs. David joined J.P. Morgan in 2018 with his team. He currently holds FINRA Series 7and 63 licenses. Born and raised in San Francisco, David comes from a long line of hard workers who have inspired him. In his free time, he volunteers at St. Joseph’s Soup Kitchen and mentors young men he has coached in rugby.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(212) 272-2921david.cuadro@jpmorgan.com