David Kaplan

David Kaplan Email and Phone Number

Executive Director - Wealth Partner at J.P. Morgan @ J.P. Morgan
David Kaplan's Location
White Plains, New York, United States, United States
David Kaplan's Contact Details

David Kaplan personal email

David Kaplan phone numbers

About David Kaplan

I am an Executive Director and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. As a founder of The LK Group, I leverage my background in capital markets to provide investment advisory guidance for a broad array of successful clients, including corporate executives, partners of hedge funds and private equity firms, real estate professionals, high-net-worth individuals and family offices.I provide an institutional-level of care that is not commonly found among retail organizations. I leverage a consistent approach, refined over many years, to develop financial plans and asset allocations that help balance risk and exposure. I am extremely thoughtful regarding strategic decisions and conducts technical analysis before arriving at a recommendation. I strive for consistency and sustainability for the long term to generate confidence in staying the course

David Kaplan's Current Company Details
J.P. Morgan

J.P. Morgan

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Executive Director - Wealth Partner at J.P. Morgan
David Kaplan Work Experience Details
  • J.P. Morgan
    Executive Director - Wealth Partner At J.P. Morgan
    J.P. Morgan Aug 2018 - Present
    New York, Ny, Us
    David Kaplan is a Wealth Partner with J.P. Morgan Wealth Management, a division of J.P. Morgan.Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ●NOT A DEPOSIT●NOT FDIC INSURED ●NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ●NO BANK GUARANTEE ●MAY LOSE VALUEJPMC, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the followingdisclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content.Experience, skills or posts are not indications of future results. Additional important information:https://www.chase.com/personal/investments/important-informa􀆟o n-linkedin© 2021 JPMorgan Chase & Co. All rights reserved 9
  • Merrill Lynch Wealth Management, Bank Of America Corporation
    Wealth Management Advisor, Senior Vice President - Wealth Management
    Merrill Lynch Wealth Management, Bank Of America Corporation Aug 2010 - Aug 2018
  • Ubs
    Vice President
    Ubs Aug 1998 - Aug 2010
    Zurich, Ch
  • Gruntal & Co., L.L.C.
    Vice President
    Gruntal & Co., L.L.C. Jun 1995 - Aug 1998
  • Smith Barney, Inc.
    Financial Adviaor
    Smith Barney, Inc. Oct 1991 - Jun 1995

David Kaplan Skills

Trading Asset Allocation Fixed Income

David Kaplan Education Details

  • Saint John'S University
    Saint John'S University

Frequently Asked Questions about David Kaplan

What company does David Kaplan work for?

David Kaplan works for J.p. Morgan

What is David Kaplan's role at the current company?

David Kaplan's current role is Executive Director - Wealth Partner at J.P. Morgan.

What is David Kaplan's email address?

David Kaplan's email address is dk****@****ail.com

What is David Kaplan's direct phone number?

David Kaplan's direct phone number is +191468*****

What schools did David Kaplan attend?

David Kaplan attended Saint John's University.

What skills is David Kaplan known for?

David Kaplan has skills like Trading, Asset Allocation, Fixed Income.

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