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David Kaplan Email & Phone Number

Executive Director - Wealth Partner at J.P. Morgan at J.P. Morgan
Location: White Plains, New York, United States 5 work roles 1 school
2 work emails found @jpmorgan.com 2 phones found area 914 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email d****@jpmorgan.com
Direct phone (914) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan
Role
Executive Director - Wealth Partner at J.P. Morgan
Location
White Plains, New York, United States

Who is David Kaplan? Overview

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Quick answer

David Kaplan is listed as Executive Director - Wealth Partner at J.P. Morgan at J.P. Morgan, based in White Plains, New York, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 914, and a matched LinkedIn profile for David Kaplan.

David Kaplan previously worked as Wealth Management Advisor, Senior Vice President - Wealth Management at Merrill Lynch Wealth Management, Bank Of America Corporation and Vice President at Ubs. David Kaplan studied at Saint John'S University.

Company email context

Email format at J.P. Morgan

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{first_initial}{last}@jpmorgan.com
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AeroLeads found 2 current-domain work email signals for David Kaplan. Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Trading, Asset Allocation, and Fixed Income.

Current workplace

David Kaplan's current company

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J.P. Morgan
J.P. Morgan
Executive Director - Wealth Partner at J.P. Morgan
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5 roles

David Kaplan work experience

A career timeline built from the work history available for this profile.

Executive Director - Wealth Partner At J.P. Morgan

Current
J.P. Morgan

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.
  • 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.
Aug 2018 - Present

Wealth Management Advisor, Senior Vice President - Wealth Management

Merrill Lynch Wealth Management, Bank Of America Corporation
Aug 2010 - Aug 2018

Vice President

Ubs

Zurich, CH

Aug 1998 - Aug 2010
1 education record

David Kaplan education

  • Saint John'S University
    Saint John'S University
FAQ

Frequently asked questions about David Kaplan

Quick answers generated from the profile data available on this page.

What company does David Kaplan work for?

David Kaplan works for J.P. Morgan.

What is David Kaplan's role at J.P. Morgan?

David Kaplan is listed as Executive Director - Wealth Partner at J.P. Morgan at J.P. Morgan.

What is David Kaplan's email address?

AeroLeads has found 2 work email signals at @jpmorgan.com for David Kaplan at J.P. Morgan.

What is David Kaplan's phone number?

AeroLeads has found 2 phone signal(s) with area code 914 for David Kaplan at J.P. Morgan.

Where is David Kaplan based?

David Kaplan is based in White Plains, New York, United States while working with J.P. Morgan.

What companies has David Kaplan worked for?

David Kaplan has worked for J.P. Morgan, Merrill Lynch Wealth Management, Bank Of America Corporation, Ubs, Gruntal & Co., L.L.C., and Smith Barney, Inc..

How can I contact David Kaplan?

You can use AeroLeads to view verified contact signals for David Kaplan at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did David Kaplan attend?

David Kaplan studied at Saint John'S University.

What skills is David Kaplan known for?

David Kaplan is listed with skills including Trading, Asset Allocation, and Fixed Income.

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